Buckingham Strategic Wealth, LLC Ishares Tr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,690 shares of DVY stock, worth $368,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,680 0.37%
Holding current value
$368,234
Previous $330,000 1.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024
BUY
$115.73 - $125.75 $1,157 - $1,257
10 Added 0.37%
2,690 $325,000
Q1 2024

May 09, 2024
SELL
$113.31 - $123.18 $7,478 - $8,129
-66 Reduced 2.4%
2,680 $330,000
Q4 2023

Feb 14, 2024
SELL
$102.97 - $119.06 $47,263 - $54,648
-459 Reduced 14.32%
2,746 $321,000
Q3 2023

Nov 13, 2023
SELL
$107.44 - $118.16 $100,671 - $110,715
-937 Reduced 22.62%
3,205 $344,000
Q2 2023

Aug 11, 2023
BUY
$108.5 - $119.27 $20,832 - $22,899
192 Added 4.86%
4,142 $469,000
Q4 2022

Feb 13, 2023
SELL
$107.39 - $125.5 $267,830 - $312,997
-2,494 Reduced 38.7%
3,950 $476,000
Q3 2022

Nov 07, 2022
BUY
$107.22 - $127.71 $108,077 - $128,731
1,008 Added 18.54%
6,444 $691,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $404,272 - $471,871
3,571 Added 191.47%
5,436 $640,000
Q1 2022

May 10, 2022
BUY
$119.99 - $129.75 $23,398 - $25,301
195 Added 11.68%
1,865 $239,000
Q4 2021

Feb 09, 2022
BUY
$114.37 - $122.59 $190,997 - $204,725
1,670 New
1,670 $205,000
Q2 2021

Aug 06, 2021
SELL
$114.14 - $123.06 $202,027 - $217,816
-1,770 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$94.76 - $115.39 $167,725 - $204,240
1,770 New
1,770 $202,000
Q1 2020

May 07, 2020
SELL
$62.67 - $107.3 $188,824 - $323,294
-3,013 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$98.25 - $105.76 $70,740 - $76,147
720 Added 31.4%
3,013 $318,000
Q3 2019

Nov 12, 2019
BUY
$100.87 - $103.22 $231,294 - $236,683
2,293 New
2,293 $234,000
Q1 2019

May 02, 2019
SELL
N/A
-3,098 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
N/A
812 Added 35.52%
3,098 $277,000
Q3 2018

Nov 02, 2018
SELL
N/A
-681 Reduced 22.95%
2,286 $228,000
Q2 2018

Aug 13, 2018
BUY
N/A
243 Added 8.92%
2,967 $290,000
Q1 2018

May 14, 2018
SELL
N/A
-68 Reduced 2.44%
2,724 $259,000
Q4 2017

Feb 12, 2018
BUY
N/A
550 Added 24.53%
2,792 $275,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,242
2,242 $210,000

Others Institutions Holding DVY

# of Institutions
1,443
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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