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

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 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 3,831 shares of IWD stock, worth $784,550. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,831
Previous 3,822 0.24%
Holding current value
$784,550
Previous $742,000 4.99%
% of portfolio
0.24%
Previous 0.25%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$192.76 - $203.86 $1,734 - $1,834
9 Added 0.24%
3,831 $779,000
Q2 2025

Aug 05, 2025
SELL
$166.82 - $194.23 $8,174 - $9,517
-49 Reduced 1.27%
3,822 $742,000
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
1,991
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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