Benchmark Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Benchmark Investment Advisors LLC

  • $149 Million
  • Q1 2025

A detailed history of Benchmark Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 3,383 shares of IWM stock, worth $745,342. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,383
Previous 4,888 30.79%
Holding current value
$745,342
Previous $1.08 Million 37.59%
% of portfolio
0.45%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$198.1 - $229.79 $298,140 - $345,833
-1,505 Reduced 30.79%
3,383 $674,000
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $624,183 - $700,051
2,888 Added 144.4%
4,888 $1.08 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $401,740 - $449,200
2,000 New
2,000 $441,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $330,908 - $417,832
2,040 New
2,040 $409,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Benchmark Investment Advisors LLC Portfolio

Follow Benchmark Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email