A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 44,474 shares of IWN stock, worth $7.93 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
44,474
Previous 45,809 2.91%
Holding current value
$7.93 Million
Previous $7.27 Million 6.89%
% of portfolio
0.08%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$146.03 - $158.93 $194,950 - $212,171
-1,335 Reduced 2.91%
44,474 $6.77 Million
Q1 2024

May 09, 2024

BUY
$145.61 - $158.81 $309,130 - $337,153
2,123 Added 4.86%
45,809 $7.27 Million
Q4 2023

Feb 14, 2024

SELL
$125.51 - $158.2 $315,657 - $397,873
-2,515 Reduced 5.44%
43,686 $6.79 Million
Q3 2023

Nov 13, 2023

SELL
$133.8 - $151.24 $155,475 - $175,740
-1,162 Reduced 2.45%
46,201 $6.26 Million
Q2 2023

Aug 11, 2023

SELL
$128.93 - $142.33 $259,149 - $286,083
-2,010 Reduced 4.07%
47,363 $6.67 Million
Q4 2022

Feb 13, 2023

SELL
$131.32 - $149.64 $83,650 - $95,320
-637 Reduced 1.27%
49,373 $6.85 Million
Q3 2022

Nov 07, 2022

SELL
$128.93 - $159.38 $24,754 - $30,600
-192 Reduced 0.38%
50,010 $6.45 Million
Q2 2022

Aug 12, 2022

SELL
$134.47 - $162.71 $144,689 - $175,075
-1,076 Reduced 2.1%
50,202 $6.84 Million
Q1 2022

May 10, 2022

BUY
$151.25 - $169.21 $63,071 - $70,560
417 Added 0.82%
51,278 $8.28 Million
Q4 2021

Feb 09, 2022

SELL
$157.31 - $176.88 $152,118 - $171,042
-967 Reduced 1.87%
50,861 $8.45 Million
Q3 2021

Nov 10, 2021

BUY
$152.99 - $167.43 $574,936 - $629,201
3,758 Added 7.82%
51,828 $8.3 Million
Q2 2021

Aug 06, 2021

SELL
$156.91 - $173.97 $487,048 - $540,002
-3,104 Reduced 6.07%
48,070 $7.97 Million
Q1 2021

Apr 30, 2021

SELL
$130.0 - $169.53 $1.72 Million - $2.24 Million
-13,235 Reduced 20.55%
51,174 $8.16 Million
Q4 2020

Feb 16, 2021

SELL
$100.9 - $132.3 $106,348 - $139,444
-1,054 Reduced 1.61%
64,409 $8.49 Million
Q3 2020

Nov 12, 2020

SELL
$91.58 - $108.28 $176,932 - $209,196
-1,932 Reduced 2.87%
65,463 $6.5 Million
Q2 2020

Aug 03, 2020

SELL
$74.44 - $109.12 $1.2 Million - $1.76 Million
-16,120 Reduced 19.3%
67,395 $6.57 Million
Q1 2020

May 07, 2020

BUY
$71.79 - $129.5 $2.32 Million - $4.18 Million
32,270 Added 62.97%
83,515 $6.85 Million
Q4 2019

Feb 04, 2020

BUY
$115.48 - $129.0 $3.07 Million - $3.42 Million
26,549 Added 107.5%
51,245 $6.59 Million
Q3 2019

Nov 12, 2019

BUY
$110.84 - $123.96 $149,634 - $167,346
1,350 Added 5.78%
24,696 $2.95 Million
Q2 2019

Aug 05, 2019

BUY
$114.14 - $126.06 $110,030 - $121,521
964 Added 4.31%
23,346 $2.81 Million
Q1 2019

May 02, 2019

BUY
$107.18 - $125.8 $63,986 - $75,102
597 Added 2.74%
22,382 $2.68 Million
Q4 2018

Feb 11, 2019

BUY
$102.04 - $131.92 $137,243 - $177,432
1,345 Added 6.58%
21,785 $2.34 Million
Q3 2018

Nov 02, 2018

BUY
$132.46 - $137.1 $149,282 - $154,511
1,127 Added 5.84%
20,440 $2.72 Million
Q2 2018

Aug 13, 2018

BUY
$119.36 - $135.64 $41,776 - $47,473
350 Added 1.85%
19,313 $2.55 Million
Q1 2018

May 14, 2018

BUY
$118.48 - $130.86 $135,659 - $149,834
1,145 Added 6.43%
18,963 $2.31 Million
Q4 2017

Feb 12, 2018

SELL
$121.05 - $128.04 $9,441 - $9,987
-78 Reduced 0.44%
17,818 $2.24 Million
Q3 2017

Nov 08, 2017

BUY
$121.64 - $124.12 $2.18 Million - $2.22 Million
17,896
17,896 $2.22 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

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.