Buckingham Strategic Wealth, LLC Ishares S&P Small Cap 600 Grow Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,613 shares of IJT stock, worth $359,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,613

Previous 3,847 32.08%

Holding current value

$359,287

Previous $502,000 33.27%

% of portfolio

0.0%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$121.57 - $132.2 $150,017 - $163,134	-1,234 Reduced 32.08%	2,613 $335,000
Q1 2024 May 09, 2024	SELL	$119.97 - $130.73 $20,514 - $22,354	-171 Reduced 4.26%	3,847 $502,000
Q4 2023 Feb 14, 2024	SELL	$103.08 - $127.26 $124,726 - $153,984	-1,210 Reduced 23.14%	4,018 $502,000
Q3 2023 Nov 13, 2023	SELL	$108.37 - $120.85 $17,664 - $19,698	-163 Reduced 3.02%	5,228 $573,000
Q2 2023 Aug 11, 2023	BUY	$104.35 - $114.93 $34,748 - $38,271	333 Added 6.58%	5,391 $619,000

Q4 2022 Feb 13, 2023	SELL	$102.93 - $117.14 $25,217 - $28,699	-245 Reduced 4.62%	5,058 $546,000
Q3 2022 Nov 07, 2022	SELL	$100.74 - $123.41 $3,727 - $4,566	-37 Reduced 0.69%	5,303 $539,000
Q2 2022 Aug 12, 2022	BUY	$101.11 - $126.58 $74,214 - $92,909	734 Added 15.94%	5,340 $562,000
Q1 2022 May 10, 2022	SELL	$119.16 - $140.17 $223,782 - $263,239	-1,878 Reduced 28.96%	4,606 $576,000
Q4 2021 Feb 09, 2022	BUY	$130.52 - $143.62 $161,061 - $177,227	1,234 Added 23.5%	6,484 $900,000
Q3 2021 Nov 10, 2021	SELL	$125.08 - $136.86 $132,834 - $145,345	-1,062 Reduced 16.83%	5,250 $683,000
Q2 2021 Aug 06, 2021	BUY	$122.71 - $133.56 $272,661 - $296,770	2,222 Added 54.33%	6,312 $837,000
Q1 2021 Apr 30, 2021	SELL	$113.22 - $134.41 $244,441 - $290,191	-2,159 Reduced 34.55%	4,090 $524,000
Q4 2020 Feb 16, 2021	BUY	$89.39 - $115.31 $415,305 - $535,730	4,646 Added 289.83%	6,249 $714,000
Q3 2020 Nov 12, 2020	BUY	$82.72 - $94.57 $132,600 - $151,595	1,603 New	1,603 $283,000
Q2 2020 Aug 03, 2020	SELL	$62.95 - $90.62 $119,353 - $171,815	-1,896 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$59.73 - $99.87 $17,202 - $28,762	288 Added 17.91%	1,896 $261,000
Q4 2019 Feb 04, 2020	BUY	$86.46 - $97.01 $1,902 - $2,134	22 Added 1.39%	1,608 $311,000
Q3 2019 Nov 12, 2019	BUY	$86.64 - $92.93 $2,599 - $2,787	30 Added 1.93%	1,586 $283,000
Q1 2019 May 02, 2019	SELL	$78.94 - $92.95 $2,605 - $3,067	-33 Reduced 2.08%	1,556 $278,000
Q4 2018 Feb 11, 2019	BUY	$75.74 - $99.46 $15,829 - $20,787	209 Added 15.14%	1,589 $256,000
Q3 2018 Nov 02, 2018	SELL	$95.58 - $104.54 $39,283 - $42,965	-411 Reduced 22.95%	1,380 $278,000
Q2 2018 Aug 13, 2018	BUY	$85.01 - $98.03 $935 - $1,078	11 Added 0.62%	1,791 $338,000
Q1 2018 May 14, 2018	SELL	$81.75 - $90.37 $45,371 - $50,155	-555 Reduced 23.77%	1,780 $310,000
Q4 2017 Feb 12, 2018	BUY	$81.18 - $86.18 $189,555 - $201,230	2,335	2,335 $397,000

Others Institutions Holding IJT

# of Institutions

824

Shares Held

27.3M

Call Options Held

8.2K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
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Buckingham Strategic Wealth, LLC Ishares S&P Small Cap 600 Grow Transaction History