Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,304 shares of IWB stock, worth $1.22 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,304
Previous 3,296 0.24%
Holding current value
$1.22 Million
Previous $1.12 Million 7.86%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Oct 22, 2025
BUY
$339.37 - $366.46 $2,714 - $2,931
8 Added 0.24%
3,304 $1.21 Million
Q2 2025

Aug 05, 2025
BUY
$272.36 - $339.57 $473,361 - $590,172
1,738 Added 111.55%
3,296 $1.12 Million
Q1 2025

Apr 25, 2025
BUY
$302.31 - $337.54 $470,998 - $525,887
1,558 New
1,558 $477,000

Others Institutions Holding IWB

# of Institutions
1,631
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email