Buckingham Strategic Wealth, LLC Ishares Russell 2000 ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 114,498 shares of IWM stock, worth $24.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

114,498

Previous 115,762 1.09%

Holding current value

$24.9 Million

Previous $24.3 Million 4.58%

% of portfolio

0.26%

Previous 0.28%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $243,749 - $264,732	-1,264 Reduced 1.09%	114,498 $23.2 Million
Q1 2024 May 09, 2024	SELL	$189.48 - $210.3 $1.2 Million - $1.33 Million	-6,328 Reduced 5.18%	115,762 $24.3 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $8.41 Million - $10.6 Million	51,877 Added 73.89%	122,090 $24.5 Million
Q3 2023 Nov 13, 2023	SELL	$174.36 - $198.71 $395,274 - $450,475	-2,267 Reduced 3.13%	70,213 $12.4 Million
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $2.23 Million - $2.46 Million	13,071 Added 22.0%	72,480 $13.6 Million
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $4,003 - $4,513	24 Added 0.04%	59,409 $10.4 Million
Q3 2022 Nov 07, 2022	BUY	$164.17 - $201.07 $7,551 - $9,249	46 Added 0.08%	59,385 $9.79 Million
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $858,344 - $1.09 Million	5,237 Added 9.68%	59,339 $10.1 Million
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $46,539 - $54,752	-243 Reduced 0.45%	54,102 $11.1 Million
Q4 2021 Feb 09, 2022	SELL	$212.12 - $242.56 $121,756 - $139,229	-574 Reduced 1.05%	54,345 $12.1 Million
Q3 2021 Nov 10, 2021	BUY	$211.73 - $231.39 $1.36 Million - $1.48 Million	6,403 Added 13.2%	54,919 $12 Million
Q2 2021 Aug 06, 2021	SELL	$211.85 - $232.89 $900,362 - $989,782	-4,250 Reduced 8.05%	48,516 $11.1 Million
Q1 2021 Apr 30, 2021	SELL	$193.5 - $234.42 $184,599 - $223,636	-954 Reduced 1.78%	52,766 $11.7 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $5.46 Million - $7.14 Million	35,876 Added 201.05%	53,720 $10.5 Million
Q3 2020 Nov 12, 2020	SELL	$139.07 - $158.46 $174,532 - $198,867	-1,255 Reduced 6.57%	17,844 $2.67 Million
Q2 2020 Aug 03, 2020	SELL	$104.62 - $153.09 $1.58 Million - $2.31 Million	-15,095 Reduced 44.15%	19,099 $2.74 Million
Q1 2020 May 07, 2020	BUY	$99.9 - $169.53 $1.18 Million - $2 Million	11,809 Added 52.75%	34,194 $3.91 Million
Q4 2019 Feb 04, 2020	BUY	$146.46 - $166.68 $130,495 - $148,511	891 Added 4.15%	22,385 $3.71 Million
Q3 2019 Nov 12, 2019	BUY	$144.85 - $157.9 $37,950 - $41,369	262 Added 1.23%	21,494 $3.25 Million
Q2 2019 Aug 05, 2019	BUY	$145.86 - $160.71 $72,638 - $80,033	498 Added 2.4%	21,232 $3.3 Million
Q1 2019 May 02, 2019	BUY	$132.25 - $158.24 $112,280 - $134,345	849 Added 4.27%	20,734 $3.17 Million
Q4 2018 Feb 11, 2019	BUY	$125.88 - $166.33 $252,389 - $333,491	2,005 Added 11.21%	19,885 $2.66 Million
Q3 2018 Nov 02, 2018	SELL	$164.2 - $173.02 $247,120 - $260,395	-1,505 Reduced 7.76%	17,880 $3.01 Million
Q2 2018 Aug 13, 2018	BUY	$148.13 - $169.97 $129,910 - $149,063	877 Added 4.74%	19,385 $3.18 Million
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $262,228 - $288,407	1,803 Added 10.79%	18,508 $2.81 Million
Q4 2017 Feb 12, 2018	BUY	$145.63 - $154.3 $217,134 - $230,061	1,491 Added 9.8%	16,705 $2.55 Million
Q3 2017 Nov 08, 2017	BUY	$144.61 - $148.18 $2.2 Million - $2.25 Million	15,214	15,214 $2.25 Million

Others Institutions Holding IWM

# of Institutions

2,930

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Ishares Russell 2000 ETF Transaction History