Buckingham Strategic Wealth, LLC Ishares Russell Midcap Value E Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,223 shares of IWS stock, worth $699,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,223
Previous 5,143 1.56%
Holding current value
$699,150
Previous $644,000 2.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
BUY
$117.31 - $125.13 $9,384 - $10,010
80 Added 1.56%
5,223 $630,000
Q1 2024

May 09, 2024
BUY
$112.43 - $125.33 $88,482 - $98,634
787 Added 18.07%
5,143 $644,000
Q4 2023

Feb 14, 2024
SELL
$97.63 - $117.08 $1,171 - $1,404
-12 Reduced 0.27%
4,356 $506,000
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $41,598 - $46,101
-402 Reduced 8.43%
4,368 $455,000
Q2 2023

Aug 11, 2023
SELL
$101.5 - $109.84 $48,009 - $51,954
-473 Reduced 9.02%
4,770 $523,000
Q4 2022

Feb 13, 2023
SELL
$96.57 - $111.69 $5,987 - $6,924
-62 Reduced 1.17%
5,243 $552,000
Q3 2022

Nov 07, 2022
SELL
$96.05 - $115.74 $47,640 - $57,407
-496 Reduced 8.55%
5,305 $510,000
Q2 2022

Aug 12, 2022
BUY
$99.42 - $121.64 $205,004 - $250,821
2,062 Added 55.15%
5,801 $589,000
Q1 2022

May 10, 2022
BUY
$112.23 - $123.59 $64,532 - $71,064
575 Added 18.17%
3,739 $447,000
Q4 2021

Feb 09, 2022
BUY
$114.04 - $122.75 $19,386 - $20,867
170 Added 5.68%
3,164 $387,000
Q2 2021

Aug 06, 2021
SELL
$110.51 - $117.85 $22,544 - $24,041
-204 Reduced 6.38%
2,994 $344,000
Q1 2021

Apr 30, 2021
BUY
$95.27 - $111.97 $39,918 - $46,915
419 Added 15.08%
3,198 $350,000
Q4 2020

Feb 16, 2021
BUY
$80.93 - $96.96 $224,904 - $269,451
2,779 New
2,779 $269,000
Q2 2020

Aug 03, 2020
SELL
$59.9 - $85.49 $301,776 - $430,698
-5,038 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$54.38 - $96.81 $273,966 - $487,728
5,038 New
5,038 $323,000

Others Institutions Holding IWS

# of Institutions
1,017
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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