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

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 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 4,197 shares of IWF stock, worth $1.71 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,197
Previous 3,733 12.43%
Holding current value
$1.71 Million
Previous $1.36 Million 15.81%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Oct 30, 2024
BUY
$332.02 - $382.76 $154,057 - $177,600
464 Added 12.43%
4,197 $1.58 Million
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
2,219
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email