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

Benchmark Financial Wealth Advisors, LLC

$300 Million
Q2 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 42,179 shares of IWY stock, worth $11.7 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

42,179

Previous 46,048 8.4%

Holding current value

$11.7 Million

Previous $9.71 Million 7.04%

% of portfolio

3.46%

Previous 3.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$187.5 - $246.51 $725,437 - $953,747	-3,869 Reduced 8.4%	42,179 $10.4 Million
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

622

Shares Held

52.9M

Call Options Held

6.8K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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