Buckingham Strategic Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 21,912 shares of IWP stock, worth $2.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,912

Previous 21,884 0.13%

Holding current value

$2.86 Million

Previous $2.5 Million 3.2%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$105.7 - $113.43 $2,959 - $3,176	28 Added 0.13%	21,912 $2.42 Million
Q1 2024 May 09, 2024	SELL	$100.66 - $114.14 $21,440 - $24,311	-213 Reduced 0.96%	21,884 $2.5 Million
Q4 2023 Feb 14, 2024	SELL	$85.66 - $105.12 $133,372 - $163,671	-1,557 Reduced 6.58%	22,097 $2.31 Million
Q3 2023 Nov 13, 2023	SELL	$89.97 - $100.32 $12,775 - $14,245	-142 Reduced 0.6%	23,654 $2.16 Million
Q2 2023 Aug 11, 2023	BUY	$87.72 - $96.63 $633,075 - $697,378	7,217 Added 43.53%	23,796 $2.3 Million
Q4 2022 Feb 13, 2023	SELL	$77.4 - $89.88 $19,040 - $22,110	-246 Reduced 1.46%	16,579 $1.39 Million
Q3 2022 Nov 07, 2022	SELL	$78.02 - $94.38 $17,710 - $21,424	-227 Reduced 1.33%	16,825 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$75.41 - $102.47 $23,904 - $32,482	-317 Reduced 1.83%	17,052 $1.35 Million
Q1 2022 May 10, 2022	BUY	$89.52 - $114.03 $47,087 - $59,979	526 Added 3.12%	17,369 $1.75 Million
Q4 2021 Feb 09, 2022	BUY	$109.8 - $123.28 $1.35 Million - $1.52 Million	12,307 Added 271.32%	16,843 $1.94 Million
Q3 2021 Nov 10, 2021	SELL	$109.39 - $119.47 $4,594 - $5,017	-42 Reduced 0.92%	4,536 $508,000
Q2 2021 Aug 06, 2021	BUY	$99.98 - $113.73 $6,398 - $7,278	64 Added 1.42%	4,578 $518,000
Q1 2021 Apr 30, 2021	SELL	$96.94 - $112.05 $33,347 - $38,545	-344 Reduced 7.08%	4,514 $461,000
Q4 2020 Feb 16, 2021	BUY	$86.54 - $104.78 $279,264 - $338,125	3,227 Added 197.85%	4,858 $499,000
Q3 2020 Nov 12, 2020	SELL	$79.56 - $90.13 $19,730 - $22,352	-248 Reduced 13.2%	1,631 $282,000
Q2 2020 Aug 03, 2020	SELL	$57.59 - $81.27 $114,834 - $162,052	-1,994 Reduced 51.48%	1,879 $297,000
Q1 2020 May 07, 2020	BUY	$52.32 - $81.58 $131,898 - $205,663	2,521 Added 186.46%	3,873 $471,000
Q4 2019 Feb 04, 2020	SELL	$68.8 - $76.63 $14,792 - $16,475	-215 Reduced 13.72%	1,352 $206,000
Q3 2019 Nov 12, 2019	BUY	$70.16 - $72.24 $5,963 - $6,140	85 Added 5.74%	1,567 $221,000
Q1 2019 May 02, 2019	BUY	N/A	1,482 New	1,482 $201,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Buckingham Strategic Wealth, LLC Ishares Russell Mid Cap Growth Transaction History