Buckingham Strategic Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,411 shares of IWY stock, worth $333,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,411

Previous 1,262 11.81%

Holding current value

$333,405

Previous $246,000 22.76%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$183.56 - $216.15 $27,350 - $32,206	149 Added 11.81%	1,411 $302,000
Q1 2024 May 09, 2024	SELL	$170.38 - $196.82 $59,973 - $69,280	-352 Reduced 21.81%	1,262 $246,000
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $240,502 - $283,934	1,614 New	1,614 $282,000
Q1 2022 May 10, 2022	SELL	$141.01 - $175.1 $168,647 - $209,419	-1,196 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$150.99 - $175.61 $663,450 - $771,630	-4,394 Reduced 78.6%	1,196 $207,000
Q3 2021 Nov 10, 2021	BUY	$151.1 - $163.27 $72,981 - $78,859	483 Added 9.46%	5,590 $853,000
Q2 2021 Aug 06, 2021	BUY	$136.12 - $150.82 $816 - $904	6 Added 0.12%	5,107 $769,000
Q1 2021 Apr 30, 2021	BUY	$127.24 - $139.47 $1,781 - $1,952	14 Added 0.28%	5,101 $686,000
Q4 2020 Feb 16, 2021	BUY	$116.6 - $133.06 $211,395 - $241,237	1,813 Added 55.38%	5,087 $677,000
Q3 2020 Nov 12, 2020	BUY	$108.23 - $131.63 $354,345 - $430,956	3,274 New	3,274 $397,000

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Buckingham Strategic Wealth, LLC Ishares Tr Russell 200 Growth Transaction History