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 $761,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,718
Previous 8,772 0.62%
Holding current value
$761,866
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

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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.