Benchmark Financial Wealth Advisors, LLC ITOT Holdings History
Benchmark Financial Wealth Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 131,004.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $15.98 Mil. This investment constitutes 6.03% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q3. And since then Benchmark Financial Wealth Advisors, LLC has made 13 purchases of ITOT, at an average price of $74.46, for a total of 246,859.00 shares. In addition, there have been 10 sales at an average price of $111.21 for 115,855.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Benchmark Financial Wealth Advisors, LLC's estimated gain on his ITOT holdings is $12.50 Mil, reflecting a 68.01% gain to date.
Benchmark Financial Wealth Advisors, LLC ITOT ($137.38) Holding Chart
Benchmark Financial Wealth Advisors, LLC ITOT ($137.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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