Benchmark Financial Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Benchmark Financial Wealth Advisors, LLC

$262 Million
Q1 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 198,234 shares of ITOT stock, worth $23.7 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

198,234

Previous 196,833 0.71%

Holding current value

$23.7 Million

Previous $20.7 Million 10.35%

% of portfolio

8.73%

Previous 8.93%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$103.16 - $115.3 $144,527 - $161,535	1,401 Added 0.71%	198,234 $22.9 Million
Q4 2023 Jan 23, 2024	SELL	$90.04 - $105.69 $286,327 - $336,094	-3,180 Reduced 1.59%	196,833 $20.7 Million
Q3 2023 Oct 13, 2023	BUY	$93.72 - $101.39 $173,850 - $188,078	1,855 Added 0.94%	200,013 $18.8 Million
Q2 2023 Jul 25, 2023	BUY	$89.03 - $97.84 $266,377 - $292,737	2,992 Added 1.53%	198,158 $19.4 Million
Q1 2023 Apr 28, 2023	BUY	$84.12 - $93.15 $174,128 - $192,820	2,070 Added 1.07%	195,166 $17.7 Million

Q4 2022 Jan 23, 2023	SELL	$82.76 - $90.48 $1.34 Million - $1.47 Million	-16,217 Reduced 7.75%	193,096 $0
Q3 2022 Nov 01, 2022	SELL	$82.01 - $95.9 $345,590 - $404,122	-4,214 Reduced 1.97%	209,313 $16.6 Million
Q2 2022 Jul 22, 2022	SELL	$80.96 - $102.19 $1.34 Million - $1.69 Million	-16,494 Reduced 7.17%	213,527 $17.9 Million
Q1 2022 Apr 22, 2022	SELL	$93.09 - $107.63 $590,562 - $682,804	-6,344 Reduced 2.68%	230,021 $23.2 Million
Q4 2021 Jan 26, 2022	BUY	$98.24 - $107.61 $1.98 Million - $2.17 Million	20,178 Added 9.33%	236,365 $25.3 Million
Q3 2021 Oct 26, 2021	BUY	$97.33 - $103.96 $909,451 - $971,402	9,344 Added 4.52%	216,187 $21.3 Million
Q2 2021 Jul 26, 2021	BUY	$92.76 - $98.86 $1.18 Million - $1.26 Million	12,750 Added 6.57%	206,843 $20.4 Million
Q1 2021 Apr 26, 2021	SELL	$85.12 - $92.58 $185,221 - $201,454	-2,176 Reduced 1.11%	194,093 $17.8 Million
Q4 2020 Jan 20, 2021	BUY	$74.05 - $86.22 $683,037 - $795,293	9,224 Added 4.93%	196,269 $16.9 Million
Q3 2020 Oct 15, 2020	BUY	$69.81 - $80.47 $1.32 Million - $1.52 Million	18,930 Added 11.26%	187,045 $14.1 Million
Q2 2020 Jul 21, 2020	BUY	$54.49 - $72.8 $5.25 Million - $7.02 Million	96,428 Added 134.51%	168,115 $11.7 Million
Q1 2020 May 08, 2020	BUY	$49.67 - $76.42 $1.43 Million - $2.2 Million	28,760 Added 67.0%	71,687 $4.1 Million
Q4 2019 Jan 31, 2020	BUY	$65.12 - $72.96 $1.65 Million - $1.85 Million	25,413 Added 145.1%	42,927 $3.12 Million
Q3 2019 Nov 01, 2019	BUY	$64.37 - $68.57 $1.13 Million - $1.2 Million	17,514 New	17,514 $1.18 Million

Others Institutions Holding ITOT

# of Institutions

1,301

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Benchmark Financial Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History