Benchmark Financial Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,871 shares of IWD stock, worth $730,148. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,871

Previous 3,862 0.23%

Holding current value

$730,148

Previous $714,000 1.96%

% of portfolio

0.28%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$182.82 - $196.21 $1,645 - $1,765	9 Added 0.23%	3,871 $728,000
Q4 2024 Jan 27, 2025	SELL	$183.23 - $199.79 $2,015 - $2,197	-11 Reduced 0.28%	3,862 $714,000
Q3 2024 Oct 30, 2024	BUY	$173.36 - $189.8 $136,434 - $149,372	787 Added 25.5%	3,873 $735,000
Q2 2024 Jul 23, 2024	SELL	$169.4 - $179.05 $97,066 - $102,595	-573 Reduced 15.66%	3,086 $538,000
Q1 2024 Apr 22, 2024	BUY	$161.84 - $179.11 $971 - $1,074	6 Added 0.16%	3,659 $655,000
Q4 2023 Jan 23, 2024	BUY	$143.69 - $165.7 $10,201 - $11,764	71 Added 1.98%	3,653 $603,000
Q2 2023 Jul 25, 2023	BUY	$148.55 - $157.83 $742 - $789	5 Added 0.14%	3,582 $565,000
Q1 2023 Apr 28, 2023	SELL	$145.2 - $161.56 $23,957 - $26,657	-165 Reduced 4.41%	3,577 $544,000
Q4 2022 Jan 23, 2023	BUY	$136.78 - $158.99 $957 - $1,112	7 Added 0.19%	3,742 $0
Q3 2022 Nov 01, 2022	BUY	$135.99 - $161.15 $26,654 - $31,585	196 Added 5.54%	3,735 $508,000
Q2 2022 Jul 22, 2022	SELL	$140.99 - $168.41 $37,080 - $44,291	-263 Reduced 6.92%	3,539 $513,000
Q1 2022 Apr 22, 2022	BUY	$157.15 - $170.51 $2,357 - $2,557	15 Added 0.4%	3,802 $631,000
Q4 2021 Jan 26, 2022	BUY	$157.12 - $168.08 $785 - $840	5 Added 0.13%	3,787 $636,000
Q3 2021 Oct 26, 2021	BUY	$154.62 - $164.07 $773 - $820	5 Added 0.13%	3,782 $592,000
Q2 2021 Jul 26, 2021	BUY	$152.86 - $162.4 $69,857 - $74,216	457 Added 13.77%	3,777 $599,000
Q1 2021 Apr 26, 2021	BUY	$134.89 - $153.0 $269 - $306	2 Added 0.06%	3,320 $503,000
Q4 2020 Jan 20, 2021	BUY	$115.84 - $136.73 $384,357 - $453,670	3,318 New	3,318 $454,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History