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 $318,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,411
Previous 1,262 11.81%
Holding current value
$318,363
Previous $246,000 22.76%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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