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

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

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 54,446 shares of IWY stock, worth $13 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

54,446

Previous 50,621 7.56%

Holding current value

$13 Million

Previous $10.9 Million 10.32%

% of portfolio

4.0%

Previous 4.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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