A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 10,619 shares of IUSG stock, worth $1.47 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,619
Previous 10,471 1.41%
Holding current value
$1.47 Million
Previous $1.33 Million 4.95%
% of portfolio
0.47%
Previous 0.49%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$116.79 - $133.54 $17,284 - $19,763
148 Added 1.41%
10,619 $1.4 Million
Q2 2024

Jul 23, 2024

BUY
$109.98 - $128.59 $1,209 - $1,414
11 Added 0.11%
10,471 $1.33 Million
Q1 2024

Apr 22, 2024

SELL
$100.95 - $117.92 $4,038 - $4,716
-40 Reduced 0.38%
10,460 $1.23 Million
Q4 2023

Jan 23, 2024

BUY
$91.06 - $104.51 $22,491 - $25,813
247 Added 2.41%
10,500 $1.09 Million
Q3 2023

Oct 13, 2023

BUY
$94.27 - $100.74 $19,608 - $20,953
208 Added 2.07%
10,253 $972,000
Q2 2023

Jul 25, 2023

BUY
$87.77 - $97.64 $118,050 - $131,325
1,345 Added 15.46%
10,045 $980,000
Q1 2023

Apr 28, 2023

SELL
$79.81 - $88.77 $21,867 - $24,322
-274 Reduced 3.05%
8,700 $772,000
Q4 2022

Jan 23, 2023

SELL
$78.88 - $88.47 $4.03 Million - $4.52 Million
-51,082 Reduced 85.06%
8,974 $0
Q3 2022

Nov 01, 2022

SELL
$80.18 - $99.02 $502,006 - $619,964
-6,261 Reduced 9.44%
60,056 $4.82 Million
Q2 2022

Jul 22, 2022

SELL
$80.61 - $107.49 $297,531 - $396,745
-3,691 Reduced 5.27%
66,317 $5.55 Million
Q1 2022

Apr 22, 2022

BUY
$94.61 - $116.48 $9,934 - $12,230
105 Added 0.15%
70,008 $7.4 Million
Q4 2021

Jan 26, 2022

SELL
$101.4 - $117.16 $118,942 - $137,428
-1,173 Reduced 1.65%
69,903 $8.08 Million
Q3 2021

Oct 26, 2021

SELL
$101.41 - $109.45 $296,522 - $320,031
-2,924 Reduced 3.95%
71,076 $7.28 Million
Q2 2021

Jul 26, 2021

BUY
$91.91 - $101.16 $83,638 - $92,055
910 Added 1.25%
74,000 $7.47 Million
Q1 2021

Apr 26, 2021

SELL
$85.7 - $93.77 $180,827 - $197,854
-2,110 Reduced 2.81%
73,090 $6.64 Million
Q4 2020

Jan 20, 2021

BUY
$77.7 - $88.69 $568,608 - $649,033
7,318 Added 10.78%
75,200 $6.67 Million
Q3 2020

Oct 15, 2020

BUY
$72.62 - $86.26 $1.06 Million - $1.26 Million
14,653 Added 27.53%
67,882 $5.43 Million
Q2 2020

Jul 21, 2020

BUY
$54.68 - $72.85 $2.49 Million - $3.32 Million
45,627 Added 600.2%
53,229 $3.83 Million
Q1 2020

May 08, 2020

BUY
$49.63 - $73.36 $104,173 - $153,982
2,099 Added 38.14%
7,602 $434,000
Q4 2019

Jan 31, 2020

BUY
$61.11 - $67.92 $16,010 - $17,795
262 Added 5.0%
5,503 $372,000
Q3 2019

Nov 01, 2019

BUY
$60.87 - $64.7 $319,019 - $339,092
5,241 New
5,241 $329,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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