Buckingham Strategic Wealth, LLC Russell Micro Cap ETF Transaction History

Buckingham Strategic Wealth, LLC

$8.81 Billion
Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,951 shares of IWC stock, worth $446,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,951

Previous 3,951 -0.0%

Holding current value

$446,502

Previous $458,000 4.37%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$90.78 - $118.63 $3,631 - $4,745	-40 Reduced 1.0%	3,951 $458,000
Q2 2023 Aug 11, 2023	BUY	$99.62 - $112.59 $45,725 - $51,678	459 Added 13.0%	3,991 $436,000
Q3 2022 Nov 07, 2022	BUY	$103.49 - $126.54 $8,279 - $10,123	80 Added 2.32%	3,532 $365,000
Q2 2022 Aug 12, 2022	BUY	$103.11 - $130.99 $7,217 - $9,169	70 Added 2.07%	3,452 $359,000
Q1 2022 May 10, 2022	SELL	$119.81 - $142.34 $2,875 - $3,416	-24 Reduced 0.7%	3,382 $436,000

Q4 2021 Feb 09, 2022	SELL	$134.03 - $156.72 $4,691 - $5,485	-35 Reduced 1.02%	3,406 $476,000
Q3 2021 Nov 10, 2021	BUY	$136.87 - $153.98 $821 - $923	6 Added 0.17%	3,441 $497,000
Q2 2021 Aug 06, 2021	SELL	$136.95 - $157.3 $551,771 - $633,761	-4,029 Reduced 53.98%	3,435 $524,000
Q1 2021 Apr 30, 2021	SELL	$117.96 - $158.51 $184,371 - $247,751	-1,563 Reduced 17.31%	7,464 $1.1 Million
Q4 2020 Feb 16, 2021	SELL	$91.79 - $121.66 $147,414 - $195,385	-1,606 Reduced 15.1%	9,027 $1.07 Million
Q3 2020 Nov 12, 2020	BUY	$83.76 - $96.86 $509,009 - $588,618	6,077 Added 133.38%	10,633 $962,000
Q2 2020 Aug 03, 2020	SELL	$60.8 - $91.7 $77,398 - $116,734	-1,273 Reduced 21.84%	4,556 $398,000
Q1 2020 May 07, 2020	SELL	$57.05 - $101.1 $286,904 - $508,431	-5,029 Reduced 46.32%	5,829 $391,000
Q4 2019 Feb 04, 2020	SELL	$85.32 - $100.3 $56,481 - $66,398	-662 Reduced 5.75%	10,858 $1.08 Million
Q3 2019 Nov 12, 2019	SELL	$84.33 - $93.69 $92,172 - $102,403	-1,093 Reduced 8.67%	11,520 $1.02 Million
Q2 2019 Aug 05, 2019	SELL	$88.17 - $96.98 $268,742 - $295,595	-3,048 Reduced 19.46%	12,613 $1.18 Million
Q1 2019 May 02, 2019	BUY	$82.53 - $97.19 $1 Million - $1.18 Million	12,167 Added 348.23%	15,661 $1.45 Million
Q4 2018 Feb 11, 2019	BUY	$77.77 - $104.35 $101,645 - $136,385	1,307 Added 59.76%	3,494 $288,000
Q1 2018 May 14, 2018	SELL	$91.66 - $101.35 $28,322 - $31,317	-309 Reduced 12.38%	2,187 $210,000
Q4 2017 Feb 12, 2018	BUY	$91.15 - $96.84 $227,510 - $241,712	2,496	2,496 $239,000

Others Institutions Holding IWC

# of Institutions

223

Shares Held

4.31M

Call Options Held

4.2K

Put Options Held

5.6K

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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Buckingham Strategic Wealth, LLC Russell Micro Cap ETF Transaction History