Buckingham Strategic Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 307,168 shares of SHY stock, worth $25.3 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

307,168

Previous 317,407 3.23%

Holding current value

$25.3 Million

Previous $26 Million 3.38%

% of portfolio

0.28%

Previous 0.29%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$81.05 - $81.66 $829,870 - $836,116	-10,239 Reduced 3.23%	307,168 $25.1 Million
Q1 2024 May 09, 2024	BUY	$81.49 - $82.34 $404,434 - $408,653	4,963 Added 1.59%	317,407 $26 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $83,683 - $85,157	-1,038 Reduced 0.33%	312,444 $25.6 Million
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $1.29 Million - $1.3 Million	16,028 Added 5.39%	313,482 $25.4 Million
Q2 2023 Aug 11, 2023	BUY	$81.05 - $82.41 $570,997 - $580,578	7,045 Added 2.43%	297,454 $24.1 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $5.67 Million - $5.73 Million	70,316 Added 31.95%	290,409 $23.6 Million
Q3 2022 Nov 07, 2022	BUY	$81.04 - $83.06 $802,944 - $822,958	9,908 Added 4.71%	220,093 $17.9 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $4.96 Million - $5.05 Million	60,484 Added 40.4%	210,185 $17.4 Million
Q1 2022 May 10, 2022	BUY	$83.25 - $85.49 $5.02 Million - $5.15 Million	60,279 Added 67.41%	149,701 $12.5 Million
Q4 2021 Feb 09, 2022	SELL	$85.5 - $86.18 $76,351 - $76,958	-893 Reduced 0.99%	89,422 $7.65 Million
Q3 2021 Nov 10, 2021	BUY	$86.09 - $86.31 $56,388 - $56,533	655 Added 0.73%	90,315 $7.78 Million
Q2 2021 Aug 06, 2021	BUY	$86.11 - $86.32 $1.94 Million - $1.95 Million	22,574 Added 33.65%	89,660 $7.73 Million
Q1 2021 Apr 30, 2021	BUY	$86.21 - $86.4 $749,251 - $750,902	8,691 Added 14.88%	67,086 $5.79 Million
Q4 2020 Feb 16, 2021	SELL	$86.32 - $86.46 $2.06 Million - $2.06 Million	-23,838 Reduced 28.99%	58,395 $5.04 Million
Q3 2020 Nov 12, 2020	SELL	$86.46 - $86.63 $70,464 - $70,603	-815 Reduced 0.98%	82,233 $7.11 Million
Q2 2020 Aug 03, 2020	BUY	$86.48 - $86.8 $3.84 Million - $3.85 Million	44,365 Added 114.69%	83,048 $7.19 Million
Q1 2020 May 07, 2020	SELL	$84.67 - $86.69 $1.84 Million - $1.89 Million	-21,779 Reduced 36.02%	38,683 $3.35 Million
Q4 2019 Feb 04, 2020	BUY	$84.51 - $85.05 $267,558 - $269,268	3,166 Added 5.53%	60,462 $5.12 Million
Q3 2019 Nov 12, 2019	SELL	$84.4 - $85.1 $203,657 - $205,346	-2,413 Reduced 4.04%	57,296 $4.86 Million
Q2 2019 Aug 05, 2019	BUY	$83.84 - $84.81 $262,754 - $265,794	3,134 Added 5.54%	59,709 $5.06 Million
Q1 2019 May 02, 2019	BUY	$83.51 - $84.18 $184,807 - $186,290	2,213 Added 4.07%	56,575 $4.76 Million
Q4 2018 Feb 11, 2019	SELL	$82.85 - $83.62 $317,978 - $320,933	-3,838 Reduced 6.59%	54,362 $4.55 Million
Q3 2018 Nov 02, 2018	BUY	$83.02 - $83.34 $722,357 - $725,141	8,701 Added 17.58%	58,200 $4.84 Million
Q2 2018 Aug 13, 2018	BUY	$83.11 - $83.6 $755,469 - $759,924	9,090 Added 22.49%	49,499 $4.13 Million
Q1 2018 May 14, 2018	BUY	$83.38 - $83.82 $266,148 - $267,553	3,192 Added 8.58%	40,409 $3.38 Million
Q4 2017 Feb 12, 2018	SELL	$83.78 - $84.55 $1.44 Million - $1.45 Million	-17,199 Reduced 31.61%	37,217 $3.12 Million
Q3 2017 Nov 08, 2017	BUY	$84.45 - $84.47 $4.6 Million - $4.6 Million	54,416	54,416 $4.6 Million

Others Institutions Holding SHY

# of Institutions

1,284

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Buckingham Strategic Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History