Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 200 Growth 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 200 Growth stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 43,060 shares of IWY stock, worth $11.9 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
43,060
Previous 42,179 2.09%
Holding current value
$11.9 Million
Previous $10.4 Million 13.33%
% of portfolio
3.58%
Previous 3.46%

Shares

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

Oct 22, 2025
BUY
$243.93 - $275.62 $214,902 - $242,821
881 Added 2.09%
43,060 $11.8 Million
Q2 2025

Aug 05, 2025
SELL
$187.5 - $246.51 $725,437 - $953,747
-3,869 Reduced 8.4%
42,179 $10.4 Million
Q1 2025

Apr 25, 2025
SELL
$210.19 - $243.33 $3.01 Million - $3.48 Million
-14,311 Reduced 23.71%
46,048 $9.71 Million
Q4 2024

Jan 27, 2025
BUY
$216.72 - $244.71 $1.28 Million - $1.45 Million
5,913 Added 10.86%
60,359 $14.2 Million
Q3 2024

Oct 30, 2024
BUY
$194.66 - $225.97 $744,574 - $864,335
3,825 Added 7.56%
54,446 $12 Million
Q2 2024

Jul 23, 2024
BUY
$183.56 - $216.15 $1.33 Million - $1.57 Million
7,246 Added 16.71%
50,621 $10.9 Million
Q1 2024

Apr 22, 2024
BUY
$170.38 - $196.82 $1.69 Million - $1.95 Million
9,916 Added 29.64%
43,375 $8.46 Million
Q4 2023

Jan 23, 2024
BUY
$149.01 - $175.92 $1.52 Million - $1.8 Million
10,227 Added 44.02%
33,459 $5.86 Million
Q3 2023

Oct 13, 2023
BUY
$152.69 - $164.44 $2.51 Million - $2.71 Million
16,455 Added 242.81%
23,232 $3.57 Million
Q2 2023

Jul 25, 2023
BUY
$136.24 - $158.56 $923,298 - $1.07 Million
6,777 New
6,777 $1.07 Million

Others Institutions Holding IWY

# of Institutions
670
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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