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

Benchmark Financial Wealth Advisors, LLC

$270 Million
Q2 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,733 shares of IWF stock, worth $1.39 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

3,733

Previous 3,678 1.5%

Holding current value

$1.39 Million

Previous $1.24 Million 9.77%

% of portfolio

0.5%

Previous 0.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$316.15 - $367.33 $17,388 - $20,203	55 Added 1.5%	3,733 $1.36 Million
Q1 2024 Apr 22, 2024	BUY	$294.43 - $339.01 $11,188 - $12,882	38 Added 1.04%	3,678 $1.24 Million
Q4 2023 Jan 23, 2024	SELL	$256.94 - $304.21 $16,958 - $20,077	-66 Reduced 1.78%	3,640 $1.1 Million
Q3 2023 Oct 13, 2023	BUY	$263.8 - $285.38 $189,408 - $204,902	718 Added 24.03%	3,706 $985,000
Q2 2023 Jul 25, 2023	BUY	$239.31 - $275.18 $124,680 - $143,368	521 Added 21.12%	2,988 $822,000
Q1 2023 Apr 28, 2023	SELL	$209.92 - $244.33 $284,861 - $331,555	-1,357 Reduced 35.49%	2,467 $602,000
Q4 2022 Jan 23, 2023	SELL	$207.03 - $232.89 $136,846 - $153,940	-661 Reduced 14.74%	3,824 $0
Q3 2022 Nov 01, 2022	BUY	$210.4 - $257.47 $475,924 - $582,397	2,262 Added 101.75%	4,485 $944,000
Q2 2022 Jul 22, 2022	SELL	$209.9 - $283.21 $34,003 - $45,880	-162 Reduced 6.79%	2,223 $486,000
Q1 2022 Apr 22, 2022	BUY	$246.62 - $307.78 $739 - $923	3 Added 0.13%	2,385 $662,000
Q4 2021 Jan 26, 2022	SELL	$270.99 - $309.52 $6,503 - $7,428	-24 Reduced 1.0%	2,382 $728,000
Q3 2021 Oct 26, 2021	BUY	$272.07 - $292.68 $544 - $585	2 Added 0.08%	2,406 $659,000
Q2 2021 Jul 26, 2021	BUY	$244.58 - $272.16 $99,544 - $110,769	407 Added 20.38%	2,404 $653,000
Q1 2021 Apr 26, 2021	BUY	$230.04 - $254.69 $230 - $254	1 Added 0.05%	1,997 $485,000
Q4 2020 Jan 20, 2021	BUY	$209.58 - $241.25 $418,321 - $481,535	1,996 New	1,996 $481,000

Others Institutions Holding IWF

# of Institutions

2,147

Shares Held

203M

Call Options Held

396K

Put Options Held

84.5K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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