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 5,436 shares of IYY stock, worth $887,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,436
Previous 5,436 -0.0%
Holding current value
$887,644
Previous $696,000 3.3%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$114.26 - $128.09 $253,428 - $284,103
-2,218 Reduced 28.98%
5,436 $696,000
Q4 2023

Feb 14, 2024
BUY
$99.95 - $116.88 $13,193 - $15,428
132 Added 1.75%
7,654 $891,000
Q1 2022

May 10, 2022
SELL
$102.45 - $118.45 $15,162 - $17,530
-148 Reduced 1.93%
7,522 $838,000
Q4 2021

Feb 09, 2022
BUY
$107.69 - $118.54 $15,938 - $17,543
148 Added 1.97%
7,670 $904,000
Q3 2021

Nov 10, 2021
SELL
$106.77 - $113.98 $45,697 - $48,783
-428 Reduced 5.38%
7,522 $811,000
Q2 2021

Aug 06, 2021
SELL
$101.05 - $107.97 $806,379 - $861,600
-7,980 Reduced 50.09%
7,950 $858,000
Q1 2021

Apr 30, 2021
SELL
$93.02 - $100.44 $233,480 - $252,104
-2,510 Reduced 13.61%
15,930 $1.59 Million
Q4 2020

Feb 16, 2021
BUY
$81.36 - $94.32 $750,139 - $869,630
9,220 Added 100.0%
18,440 $1.74 Million
Q3 2020

Nov 12, 2020
SELL
$76.94 - $88.82 $3,462 - $3,996
-45 Reduced 0.49%
9,220 $1.54 Million
Q2 2020

Aug 03, 2020
BUY
$60.32 - $80.25 $180,960 - $240,750
3,000 Added 47.89%
9,265 $1.42 Million
Q1 2020

May 07, 2020
BUY
$54.71 - $84.04 $204,998 - $314,897
3,747 Added 148.81%
6,265 $790,000
Q4 2019

Feb 04, 2020
BUY
$71.59 - $80.04 $66,149 - $73,956
924 Added 57.97%
2,518 $402,000
Q3 2019

Nov 12, 2019
SELL
$73.36 - $74.95 $67,784 - $69,253
-924 Reduced 36.7%
1,594 $235,000
Q1 2019

May 02, 2019
SELL
N/A
-1,155 Reduced 31.45%
2,518 $356,000
Q3 2018

Nov 02, 2018
SELL
N/A
-311 Reduced 7.81%
3,673 $534,000
Q2 2018

Aug 13, 2018
BUY
N/A
3,984 New
3,984 $543,000
Q4 2017

Feb 12, 2018
SELL
N/A
-1,708 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
1,708
1,708 $215,000

Others Institutions Holding IYY

# of Institutions
290
Shares Held
3.73M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email