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 $25.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
114,498
Previous 115,762 1.09%
Holding current value
$25.4 Million
Previous $24.3 Million 4.58%
% of portfolio
0.26%
Previous 0.28%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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