Benchmark Financial Wealth Advisors, LLC Ishares Tr Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,077 shares of IYG stock, worth $270,099. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,077
Previous 2,722 13.04%
Holding current value
$270,099
Previous $233,000 18.03%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$85.16 - $90.57 $30,231 - $32,152
355 Added 13.04%
3,077 $275,000
Q2 2025

Aug 05, 2025
BUY
$68.9 - $85.6 $187,545 - $233,003
2,722 New
2,722 $233,000

Others Institutions Holding IYG

# of Institutions
293
Shares Held
14.3M
Call Options Held
4.9K
Put Options Held
10.2K
View Full List

About ISHARES TR

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