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

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 2,547 shares of IUSV stock, worth $238,169. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,547

Previous 2,760 7.72%

Holding current value

$238,169

Previous $243,000 -0.0%

% of portfolio

0.08%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$87.56 - $95.49 $18,650 - $20,339	-213 Reduced 7.72%	2,547 $243,000
Q2 2024 Jul 23, 2024	BUY	$85.39 - $90.42 $768 - $813	9 Added 0.33%	2,760 $243,000
Q1 2024 Apr 22, 2024	SELL	$82.87 - $90.44 $117,012 - $127,701	-1,412 Reduced 33.92%	2,751 $248,000
Q4 2023 Jan 23, 2024	BUY	$71.48 - $84.61 $3,073 - $3,638	43 Added 1.04%	4,163 $351,000
Q2 2023 Jul 25, 2023	SELL	$72.65 - $78.26 $132,223 - $142,433	-1,820 Reduced 30.64%	4,120 $322,000
Q1 2023 Apr 28, 2023	SELL	$70.21 - $77.86 $47,251 - $52,399	-673 Reduced 10.18%	5,940 $438,000
Q4 2022 Jan 23, 2023	SELL	$63.23 - $73.93 $127,218 - $148,747	-2,012 Reduced 23.33%	6,613 $0
Q3 2022 Nov 01, 2022	BUY	$62.61 - $73.64 $1,064 - $1,251	17 Added 0.2%	8,625 $540,000
Q2 2022 Jul 22, 2022	SELL	$64.88 - $77.18 $7,396 - $8,798	-114 Reduced 1.31%	8,608 $576,000
Q1 2022 Apr 22, 2022	SELL	$71.81 - $77.49 $3,949 - $4,261	-55 Reduced 0.63%	8,722 $662,000
Q4 2021 Jan 26, 2022	SELL	$71.13 - $76.45 $16,431 - $17,659	-231 Reduced 2.56%	8,777 $670,000
Q3 2021 Oct 26, 2021	SELL	$69.93 - $74.13 $2.41 Million - $2.56 Million	-34,519 Reduced 79.3%	9,008 $638,000
Q2 2021 Jul 26, 2021	BUY	$69.41 - $73.87 $44,838 - $47,720	646 Added 1.51%	43,527 $3.13 Million
Q1 2021 Apr 26, 2021	SELL	$61.28 - $69.6 $34,132 - $38,767	-557 Reduced 1.28%	42,881 $2.96 Million
Q4 2020 Jan 20, 2021	BUY	$53.17 - $62.19 $268,614 - $314,183	5,052 Added 13.16%	43,438 $2.7 Million
Q3 2020 Oct 15, 2020	SELL	$51.46 - $57.08 $43,895 - $48,689	-853 Reduced 2.17%	38,386 $2.08 Million
Q2 2020 Jul 21, 2020	BUY	$44.04 - $57.88 $1.25 Million - $1.65 Million	28,440 Added 263.36%	39,239 $2.05 Million
Q1 2020 May 08, 2020	BUY	$39.87 - $63.83 $160,835 - $257,490	4,034 Added 59.63%	10,799 $499,000
Q4 2019 Jan 31, 2020	BUY	$55.95 - $63.08 $378,501 - $426,736	6,765 New	6,765 $426,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

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