Buckingham Strategic Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 92,177 shares of IWB stock, worth $30.1 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

92,177

Previous 92,500 0.35%

Holding current value

$30.1 Million

Previous $26.6 Million 2.94%

% of portfolio

0.31%

Previous 0.3%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$272.21 - $298.72 $87,923 - $96,486	-323 Reduced 0.35%	92,177 $27.4 Million
Q1 2024 May 09, 2024	BUY	$257.46 - $288.1 $202,621 - $226,734	787 Added 0.86%	92,500 $26.6 Million
Q4 2023 Feb 14, 2024	BUY	$225.16 - $263.17 $124,513 - $145,533	553 Added 0.61%	91,713 $24.1 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $46,810 - $50,434	200 Added 0.22%	91,160 $21.4 Million
Q2 2023 Aug 11, 2023	BUY	$221.85 - $243.74 $148,639 - $163,305	670 Added 0.74%	90,960 $22.2 Million
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $201,469 - $229,653	-1,023 Reduced 1.12%	90,290 $19 Million
Q3 2022 Nov 07, 2022	SELL	$197.33 - $237.63 $48,345 - $58,219	-245 Reduced 0.27%	91,313 $18 Million
Q2 2022 Aug 12, 2022	BUY	$201.03 - $253.2 $2.44 Million - $3.07 Million	12,122 Added 15.26%	91,558 $19 Million
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $3.53 Million - $4.08 Million	15,323 Added 23.9%	79,436 $19.9 Million
Q4 2021 Feb 09, 2022	SELL	$241.33 - $266.02 $465,042 - $512,620	-1,927 Reduced 2.92%	64,113 $17 Million
Q3 2021 Nov 10, 2021	SELL	$239.32 - $255.42 $112,480 - $120,047	-470 Reduced 0.71%	66,040 $16 Million
Q2 2021 Aug 06, 2021	SELL	$226.48 - $242.11 $792,680 - $847,385	-3,500 Reduced 5.0%	66,510 $16.1 Million
Q1 2021 Apr 30, 2021	SELL	$208.89 - $225.24 $780,413 - $841,496	-3,736 Reduced 5.07%	70,010 $15.7 Million
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $2.83 Million - $3.28 Million	15,483 Added 26.57%	73,746 $15.6 Million
Q3 2020 Nov 12, 2020	SELL	$172.79 - $199.44 $367,178 - $423,810	-2,125 Reduced 3.52%	58,263 $10.9 Million
Q2 2020 Aug 03, 2020	SELL	$135.3 - $179.75 $1.01 Million - $1.34 Million	-7,462 Reduced 11.0%	60,388 $10.4 Million
Q1 2020 May 07, 2020	BUY	$122.99 - $188.06 $1.24 Million - $1.89 Million	10,073 Added 17.43%	67,850 $9.6 Million
Q4 2019 Feb 04, 2020	BUY	$159.7 - $178.97 $124,885 - $139,954	782 Added 1.37%	57,777 $10.3 Million
Q3 2019 Nov 12, 2019	SELL	$163.68 - $167.08 $597,595 - $610,009	-3,651 Reduced 6.02%	56,995 $9.38 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-838 Reduced 1.36%	60,646 $9.87 Million
Q1 2019 May 02, 2019	SELL	N/A	-7,413 Reduced 10.76%	61,484 $9.67 Million
Q4 2018 Feb 11, 2019	BUY	N/A	35,776 Added 108.02%	68,897 $9.56 Million
Q3 2018 Nov 02, 2018	BUY	N/A	303 Added 0.92%	33,121 $5.36 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-178 Reduced 0.54%	32,818 $4.99 Million
Q1 2018 May 14, 2018	BUY	N/A	26,675 Added 422.01%	32,996 $4.85 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-1,764 Reduced 21.82%	6,321 $939,000
Q3 2017 Nov 08, 2017	BUY	N/A	8,085	8,085 $1.13 Million

Others Institutions Holding IWB

# of Institutions

1,466

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Industry ETFs

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Buckingham Strategic Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History