Buckingham Strategic Wealth, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 488,195 shares of SCZ stock, worth $31.6 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

488,195

Previous 489,583 0.28%

Holding current value

$31.6 Million

Previous $31 Million 2.94%

% of portfolio

0.34%

Previous 0.35%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$60.46 - $64.81 $83,918 - $89,956	-1,388 Reduced 0.28%	488,195 $30.1 Million
Q1 2024 May 09, 2024	SELL	$59.15 - $63.58 $58,972 - $63,389	-997 Reduced 0.2%	489,583 $31 Million
Q4 2023 Feb 14, 2024	BUY	$52.38 - $61.98 $520,866 - $616,329	9,944 Added 2.07%	490,580 $30.4 Million
Q3 2023 Nov 13, 2023	SELL	$56.15 - $61.67 $22,684 - $24,914	-404 Reduced 0.08%	480,636 $27.1 Million
Q2 2023 Aug 11, 2023	SELL	$57.9 - $61.26 $1.16 Million - $1.23 Million	-20,027 Reduced 4.0%	481,040 $28.4 Million
Q4 2022 Feb 13, 2023	SELL	$48.03 - $57.76 $102,303 - $123,028	-2,130 Reduced 0.42%	501,067 $28.3 Million
Q3 2022 Nov 07, 2022	BUY	$48.3 - $59.56 $560,811 - $691,551	11,611 Added 2.36%	503,197 $24.5 Million
Q2 2022 Aug 12, 2022	BUY	$54.29 - $67.38 $974,668 - $1.21 Million	17,953 Added 3.79%	491,586 $26.8 Million
Q1 2022 May 10, 2022	BUY	$61.01 - $73.65 $1.75 Million - $2.12 Million	28,725 Added 6.46%	473,633 $31.4 Million
Q4 2021 Feb 09, 2022	BUY	$70.21 - $77.4 $216,878 - $239,088	3,089 Added 0.7%	444,908 $32.5 Million
Q3 2021 Nov 10, 2021	BUY	$72.22 - $79.08 $185,822 - $203,472	2,573 Added 0.59%	441,819 $32.9 Million
Q2 2021 Aug 06, 2021	BUY	$72.9 - $77.14 $22.7 Million - $24 Million	310,919 Added 242.29%	439,246 $32.6 Million
Q1 2021 Apr 30, 2021	SELL	$68.09 - $73.16 $20.9 Million - $22.5 Million	-307,485 Reduced 70.55%	128,327 $9.22 Million
Q4 2020 Feb 16, 2021	BUY	$56.79 - $68.74 $837,879 - $1.01 Million	14,754 Added 3.5%	435,812 $29.8 Million
Q3 2020 Nov 12, 2020	SELL	$53.91 - $60.23 $2.28 Million - $2.54 Million	-42,211 Reduced 9.11%	421,058 $24.8 Million
Q2 2020 Aug 03, 2020	SELL	$42.06 - $57.2 $1.17 Million - $1.59 Million	-27,826 Reduced 5.67%	463,269 $24.8 Million
Q1 2020 May 07, 2020	BUY	$38.34 - $62.84 $4.29 Million - $7.03 Million	111,859 Added 29.5%	491,095 $22 Million
Q4 2019 Feb 04, 2020	SELL	$55.92 - $62.67 $38,249 - $42,866	-684 Reduced 0.18%	379,236 $23.6 Million
Q3 2019 Nov 12, 2019	SELL	$53.71 - $58.5 $92,488 - $100,737	-1,722 Reduced 0.45%	379,920 $21.7 Million
Q2 2019 Aug 05, 2019	SELL	$55.8 - $59.5 $971,812 - $1.04 Million	-17,416 Reduced 4.36%	381,642 $21.9 Million
Q1 2019 May 02, 2019	SELL	$51.31 - $58.06 $3.36 Million - $3.8 Million	-65,452 Reduced 14.09%	399,058 $22.9 Million
Q4 2018 Feb 11, 2019	BUY	$49.58 - $62.49 $7.77 Million - $9.79 Million	156,633 Added 50.88%	464,510 $24.1 Million
Q3 2018 Nov 02, 2018	SELL	$60.38 - $63.97 $53,255 - $56,421	-882 Reduced 0.29%	307,877 $19.2 Million
Q2 2018 Aug 13, 2018	BUY	$62.31 - $66.88 $88,604 - $95,103	1,422 Added 0.46%	308,759 $19.4 Million
Q1 2018 May 14, 2018	SELL	$62.72 - $69.19 $1.02 Million - $1.13 Million	-16,304 Reduced 5.04%	307,337 $20 Million
Q4 2017 Feb 12, 2018	BUY	$61.68 - $64.5 $172,642 - $180,535	2,799 Added 0.87%	323,641 $20.9 Million
Q3 2017 Nov 08, 2017	BUY	$61.06 - $62.0 $19.6 Million - $19.9 Million	320,842	320,842 $19.9 Million

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.3M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Buckingham Strategic Wealth, LLC Ishares Tr Msci Eafe Small Cap Transaction History