Benchmark Financial Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 25,819 shares of IWM stock, worth $5.85 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

25,819

Previous 26,027 0.8%

Holding current value

$5.85 Million

Previous $5.75 Million 0.78%

% of portfolio

1.83%

Previous 1.92%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $44,955 - $50,419	-208 Reduced 0.8%	25,819 $5.7 Million
Q3 2024 Oct 30, 2024	SELL	$200.87 - $224.6 $52,828 - $59,069	-263 Reduced 1.0%	26,027 $5.75 Million
Q2 2024 Jul 23, 2024	SELL	$192.84 - $209.44 $85,042 - $92,363	-441 Reduced 1.65%	26,290 $5.33 Million
Q1 2024 Apr 22, 2024	SELL	$189.48 - $210.3 $165,795 - $184,012	-875 Reduced 3.17%	26,731 $5.62 Million
Q4 2023 Jan 23, 2024	SELL	$162.21 - $204.82 $87,917 - $111,012	-542 Reduced 1.93%	27,606 $5.54 Million
Q3 2023 Oct 13, 2023	BUY	$174.36 - $198.71 $97,815 - $111,476	561 Added 2.03%	28,148 $4.97 Million
Q2 2023 Jul 25, 2023	BUY	$170.4 - $187.93 $25,730 - $28,377	151 Added 0.55%	27,587 $5.17 Million
Q1 2023 Apr 28, 2023	BUY	$170.25 - $198.32 $102,490 - $119,388	602 Added 2.24%	27,436 $4.89 Million
Q4 2022 Jan 23, 2023	SELL	$166.81 - $188.05 $971,501 - $1.1 Million	-5,824 Reduced 17.83%	26,834 $0
Q3 2022 Nov 01, 2022	BUY	$164.17 - $201.07 $146,275 - $179,153	891 Added 2.8%	32,658 $5.39 Million
Q2 2022 Jul 22, 2022	BUY	$163.9 - $207.91 $600,201 - $761,366	3,662 Added 13.03%	31,767 $5.38 Million
Q1 2022 Apr 22, 2022	BUY	$191.52 - $225.32 $8,618 - $10,139	45 Added 0.16%	28,105 $5.77 Million
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $3,393 - $3,880	-16 Reduced 0.06%	28,060 $6.24 Million
Q3 2021 Oct 26, 2021	SELL	$211.73 - $231.39 $104,594 - $114,306	-494 Reduced 1.73%	28,076 $6.14 Million
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $11,863 - $13,041	56 Added 0.2%	28,570 $6.55 Million
Q1 2021 Apr 26, 2021	SELL	$193.5 - $234.42 $507,163 - $614,414	-2,621 Reduced 8.42%	28,514 $6.3 Million
Q4 2020 Jan 20, 2021	SELL	$152.18 - $199.14 $155,071 - $202,923	-1,019 Reduced 3.17%	31,135 $6.1 Million
Q3 2020 Oct 15, 2020	SELL	$139.07 - $158.46 $155,202 - $176,841	-1,116 Reduced 3.35%	32,154 $4.82 Million
Q2 2020 Jul 21, 2020	SELL	$104.62 - $153.09 $4.08 Million - $5.97 Million	-38,976 Reduced 53.95%	33,270 $4.76 Million
Q1 2020 May 08, 2020	SELL	$99.9 - $169.53 $191,408 - $324,819	-1,916 Reduced 2.58%	72,246 $8.27 Million
Q4 2019 Jan 31, 2020	BUY	$146.46 - $166.68 $476,434 - $542,210	3,253 Added 4.59%	74,162 $12.3 Million
Q3 2019 Nov 01, 2019	SELL	$144.85 - $157.9 $259,426 - $282,798	-1,791 Reduced 2.46%	70,909 $10.7 Million
Q2 2019 Jul 25, 2019	BUY	$145.86 - $160.71 $523,491 - $576,788	3,589 Added 5.19%	72,700 $11.3 Million
Q1 2019 Apr 24, 2019	BUY	$132.25 - $158.24 $555,846 - $665,082	4,203 Added 6.48%	69,111 $10.6 Million
Q4 2018 Jan 30, 2019	BUY	$125.88 - $166.33 $179,882 - $237,685	1,429 Added 2.25%	64,908 $8.69 Million
Q3 2018 Nov 05, 2018	BUY	$164.2 - $173.02 $10.4 Million - $11 Million	63,479 New	63,479 $10.7 Million

Others Institutions Holding IWM

# of Institutions

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History