Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 46,048 shares of IWY stock, worth $11.8 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
46,048
Previous 60,359 23.71%
Holding current value
$11.8 Million
Previous $14.2 Million 31.6%
% of portfolio
3.68%
Previous 4.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$210.19 - $243.33 $3.01 Million - $3.48 Million
-14,311 Reduced 23.71%
46,048 $9.71 Million
Q4 2024

Jan 27, 2025
BUY
$216.72 - $244.71 $1.28 Million - $1.45 Million
5,913 Added 10.86%
60,359 $14.2 Million
Q3 2024

Oct 30, 2024
BUY
$194.66 - $225.97 $744,574 - $864,335
3,825 Added 7.56%
54,446 $12 Million
Q2 2024

Jul 23, 2024
BUY
$183.56 - $216.15 $1.33 Million - $1.57 Million
7,246 Added 16.71%
50,621 $10.9 Million
Q1 2024

Apr 22, 2024
BUY
$170.38 - $196.82 $1.69 Million - $1.95 Million
9,916 Added 29.64%
43,375 $8.46 Million
Q4 2023

Jan 23, 2024
BUY
$149.01 - $175.92 $1.52 Million - $1.8 Million
10,227 Added 44.02%
33,459 $5.86 Million
Q3 2023

Oct 13, 2023
BUY
$152.69 - $164.44 $2.51 Million - $2.71 Million
16,455 Added 242.81%
23,232 $3.57 Million
Q2 2023

Jul 25, 2023
BUY
$136.24 - $158.56 $923,298 - $1.07 Million
6,777 New
6,777 $1.07 Million

Others Institutions Holding IWY

# of Institutions
606
Shares Held
52.5M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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