Benchmark Financial Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

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 $1.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

10,619

Previous 10,471 1.41%

Holding current value

$1.5 Million

Previous $1.33 Million 4.95%

% of portfolio

0.47%

Previous 0.49%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Benchmark Financial Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History