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

Benchmark Financial Wealth Advisors, LLC

  • $262 Million
  • Q1 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 43,375 shares of IWY stock, worth $9.48 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
43,375
Previous 33,459 29.64%
Holding current value
$9.48 Million
Previous $5.86 Million 44.35%
% of portfolio
3.23%
Previous 2.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
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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