Buckingham Strategic Wealth, LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,214 shares of IWO stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,214

Previous 7,424 2.83%

Holding current value

$1.88 Million

Previous $2.01 Million 5.82%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$245.29 - $268.7 $51,510 - $56,427	-210 Reduced 2.83%	7,214 $1.89 Million
Q1 2024 May 09, 2024	BUY	$239.5 - $270.8 $67,060 - $75,824	280 Added 3.92%	7,424 $2.01 Million
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $79,995 - $100,967	392 Added 5.81%	7,144 $1.8 Million
Q3 2023 Nov 13, 2023	BUY	$221.24 - $254.04 $34,734 - $39,884	157 Added 2.38%	6,752 $1.51 Million
Q2 2023 Aug 11, 2023	BUY	$219.8 - $242.66 $223,097 - $246,299	1,015 Added 18.19%	6,595 $1.6 Million
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $30,464 - $34,192	148 Added 2.72%	5,580 $1.2 Million
Q3 2022 Nov 07, 2022	BUY	$202.93 - $248.43 $17,654 - $21,613	87 Added 1.63%	5,432 $1.12 Million
Q2 2022 Aug 12, 2022	SELL	$194.2 - $261.13 $114,383 - $153,805	-589 Reduced 9.93%	5,345 $1.1 Million
Q1 2022 May 10, 2022	BUY	$234.1 - $296.68 $116,815 - $148,043	499 Added 9.18%	5,934 $1.52 Million
Q4 2021 Feb 09, 2022	SELL	$280.02 - $327.35 $25,481 - $29,788	-91 Reduced 1.65%	5,435 $1.59 Million
Q3 2021 Nov 10, 2021	SELL	$284.4 - $314.06 $13,651 - $15,074	-48 Reduced 0.86%	5,526 $1.62 Million
Q2 2021 Aug 06, 2021	SELL	$278.74 - $313.3 $25,644 - $28,823	-92 Reduced 1.62%	5,574 $1.74 Million
Q1 2021 Apr 30, 2021	SELL	$282.5 - $336.63 $81,925 - $97,622	-290 Reduced 4.87%	5,666 $1.7 Million
Q4 2020 Feb 16, 2021	BUY	$223.17 - $294.86 $153,764 - $203,158	689 Added 13.08%	5,956 $1.71 Million
Q3 2020 Nov 12, 2020	SELL	$203.91 - $230.98 $54,036 - $61,209	-265 Reduced 4.79%	5,267 $1.17 Million
Q2 2020 Aug 03, 2020	SELL	$145.61 - $213.67 $70,038 - $102,775	-481 Reduced 8.0%	5,532 $1.14 Million
Q1 2020 May 07, 2020	BUY	$135.58 - $225.25 $147,511 - $245,072	1,088 Added 22.09%	6,013 $951,000
Q4 2019 Feb 04, 2020	SELL	$186.63 - $216.19 $22,395 - $25,942	-120 Reduced 2.38%	4,925 $1.06 Million
Q3 2019 Nov 12, 2019	BUY	$189.94 - $205.08 $15,005 - $16,201	79 Added 1.59%	5,045 $972,000
Q2 2019 Aug 05, 2019	SELL	$187.22 - $206.14 $147,529 - $162,438	-788 Reduced 13.69%	4,966 $997,000
Q1 2019 May 02, 2019	BUY	$164.26 - $202.05 $51,084 - $62,837	311 Added 5.71%	5,754 $1.13 Million
Q4 2018 Feb 11, 2019	BUY	$156.33 - $211.73 $82,854 - $112,216	530 Added 10.79%	5,443 $914,000
Q3 2018 Nov 02, 2018	SELL	$204.76 - $220.33 $134,936 - $145,197	-659 Reduced 11.83%	4,913 $1.06 Million
Q2 2018 Aug 13, 2018	BUY	$185.51 - $214.36 $59,734 - $69,023	322 Added 6.13%	5,572 $1.14 Million
Q1 2018 May 14, 2018	SELL	$179.86 - $200.59 $76,800 - $85,651	-427 Reduced 7.52%	5,250 $1 Million
Q4 2017 Feb 12, 2018	BUY	$177.13 - $188.2 $54,378 - $57,777	307 Added 5.72%	5,677 $1.06 Million
Q3 2017 Nov 08, 2017	BUY	$173.97 - $178.96 $934,218 - $961,015	5,370	5,370 $961,000

Others Institutions Holding IWO

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Buckingham Strategic Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History