Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 2500 ETF 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 2500 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 66,280 shares of SMMD stock, worth $4.63 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

66,280

Previous 60,783 9.04%

Holding current value

$4.63 Million

Previous $3.81 Million 17.98%

% of portfolio

1.5%

Previous 1.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$61.71 - $68.15 $339,219 - $374,620	5,497 Added 9.04%	66,280 $4.49 Million
Q2 2024 Jul 23, 2024	BUY	$60.34 - $65.19 $419,604 - $453,331	6,954 Added 12.92%	60,783 $3.81 Million
Q1 2024 Apr 22, 2024	BUY	$58.78 - $65.61 $484,229 - $540,495	8,238 Added 18.07%	53,829 $3.53 Million
Q4 2023 Jan 23, 2024	BUY	$50.46 - $62.34 $44,303 - $54,734	878 Added 1.96%	45,591 $2.81 Million
Q3 2023 Oct 13, 2023	BUY	$53.72 - $60.35 $257,533 - $289,317	4,794 Added 12.01%	44,713 $2.44 Million
Q2 2023 Jul 25, 2023	BUY	$52.41 - $57.47 $1.02 Million - $1.12 Million	19,516 Added 95.65%	39,919 $2.29 Million
Q1 2023 Apr 28, 2023	BUY	$52.14 - $60.44 $548,669 - $636,010	10,523 Added 106.51%	20,403 $1.12 Million
Q4 2022 Jan 23, 2023	BUY	$50.18 - $56.92 $495,778 - $562,369	9,880 New	9,880 $0

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History