Buckingham Strategic Wealth, LLC Ishares Tr Residential And Mul Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 8,718 shares of REZ stock, worth $734,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,718
Previous 8,772 0.62%
Holding current value
$734,055
Previous $632,000 6.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
SELL
$68.06 - $77.1 $3,675 - $4,163
-54 Reduced 0.62%
8,718 $671,000
Q1 2024

May 09, 2024
SELL
$67.66 - $74.45 $20,162 - $22,186
-298 Reduced 3.29%
8,772 $632,000
Q4 2023

Feb 14, 2024
SELL
$61.4 - $74.46 $56,733 - $68,801
-924 Reduced 9.25%
9,070 $666,000
Q3 2023

Nov 13, 2023
BUY
$65.29 - $76.0 $1,958 - $2,280
30 Added 0.3%
9,994 $659,000
Q2 2023

Aug 11, 2023
BUY
$68.53 - $73.43 $98,066 - $105,078
1,431 Added 16.77%
9,964 $730,000
Q4 2022

Feb 13, 2023
SELL
$66.83 - $73.54 $116,818 - $128,547
-1,748 Reduced 17.0%
8,533 $583,000
Q3 2022

Nov 07, 2022
BUY
$70.67 - $88.84 $33,709 - $42,376
477 Added 4.87%
10,281 $738,000
Q1 2022

May 10, 2022
BUY
$88.05 - $98.21 $419,206 - $467,577
4,761 Added 94.41%
9,804 $940,000
Q4 2021

Feb 09, 2022
BUY
$86.13 - $98.23 $434,353 - $495,373
5,043 New
5,043 $495,000

Others Institutions Holding REZ

# of Institutions
191
Shares Held
8.77M
Call Options Held
5.7K
Put Options Held
7K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

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