Benchmark Financial Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 10,636 shares of IUSG stock, worth $1.55 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

10,636

Previous 10,619 0.16%

Holding current value

$1.55 Million

Previous $1.4 Million 5.86%

% of portfolio

0.48%

Previous 0.47%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$129.96 - $144.97 $2,209 - $2,464	17 Added 0.16%	10,636 $1.48 Million
Q3 2024 Oct 30, 2024	BUY	$116.79 - $133.54 $17,284 - $19,763	148 Added 1.41%	10,619 $1.4 Million
Q2 2024 Jul 23, 2024	BUY	$109.98 - $128.59 $1,209 - $1,414	11 Added 0.11%	10,471 $1.33 Million
Q1 2024 Apr 22, 2024	SELL	$100.95 - $117.92 $4,038 - $4,716	-40 Reduced 0.38%	10,460 $1.23 Million
Q4 2023 Jan 23, 2024	BUY	$91.06 - $104.51 $22,491 - $25,813	247 Added 2.41%	10,500 $1.09 Million
Q3 2023 Oct 13, 2023	BUY	$94.27 - $100.74 $19,608 - $20,953	208 Added 2.07%	10,253 $972,000
Q2 2023 Jul 25, 2023	BUY	$87.77 - $97.64 $118,050 - $131,325	1,345 Added 15.46%	10,045 $980,000
Q1 2023 Apr 28, 2023	SELL	$79.81 - $88.77 $21,867 - $24,322	-274 Reduced 3.05%	8,700 $772,000
Q4 2022 Jan 23, 2023	SELL	$78.88 - $88.47 $4.03 Million - $4.52 Million	-51,082 Reduced 85.06%	8,974 $0
Q3 2022 Nov 01, 2022	SELL	$80.18 - $99.02 $502,006 - $619,964	-6,261 Reduced 9.44%	60,056 $4.82 Million
Q2 2022 Jul 22, 2022	SELL	$80.61 - $107.49 $297,531 - $396,745	-3,691 Reduced 5.27%	66,317 $5.55 Million
Q1 2022 Apr 22, 2022	BUY	$94.61 - $116.48 $9,934 - $12,230	105 Added 0.15%	70,008 $7.4 Million
Q4 2021 Jan 26, 2022	SELL	$101.4 - $117.16 $118,942 - $137,428	-1,173 Reduced 1.65%	69,903 $8.08 Million
Q3 2021 Oct 26, 2021	SELL	$101.41 - $109.45 $296,522 - $320,031	-2,924 Reduced 3.95%	71,076 $7.28 Million
Q2 2021 Jul 26, 2021	BUY	$91.91 - $101.16 $83,638 - $92,055	910 Added 1.25%	74,000 $7.47 Million
Q1 2021 Apr 26, 2021	SELL	$85.7 - $93.77 $180,827 - $197,854	-2,110 Reduced 2.81%	73,090 $6.64 Million
Q4 2020 Jan 20, 2021	BUY	$77.7 - $88.69 $568,608 - $649,033	7,318 Added 10.78%	75,200 $6.67 Million
Q3 2020 Oct 15, 2020	BUY	$72.62 - $86.26 $1.06 Million - $1.26 Million	14,653 Added 27.53%	67,882 $5.43 Million
Q2 2020 Jul 21, 2020	BUY	$54.68 - $72.85 $2.49 Million - $3.32 Million	45,627 Added 600.2%	53,229 $3.83 Million
Q1 2020 May 08, 2020	BUY	$49.63 - $73.36 $104,173 - $153,982	2,099 Added 38.14%	7,602 $434,000
Q4 2019 Jan 31, 2020	BUY	$61.11 - $67.92 $16,010 - $17,795	262 Added 5.0%	5,503 $372,000
Q3 2019 Nov 01, 2019	BUY	$60.87 - $64.7 $319,019 - $339,092	5,241 New	5,241 $329,000

Others Institutions Holding IUSG

# of Institutions

761

Shares Held

116M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History