Buckingham Strategic Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 13,486 shares of USMV stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,486

Previous 20,674 34.77%

Holding current value

$1.18 Million

Previous $1.73 Million 34.45%

% of portfolio

0.01%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$79.92 - $84.63 $574,464 - $608,320	-7,188 Reduced 34.77%	13,486 $1.13 Million
Q1 2024 May 09, 2024	SELL	$77.86 - $83.58 $775,096 - $832,038	-9,955 Reduced 32.5%	20,674 $1.73 Million
Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $1.56 Million - $1.74 Million	22,174 Added 262.26%	30,629 $2.39 Million
Q3 2023 Nov 13, 2023	SELL	$72.38 - $76.06 $21,786 - $22,894	-301 Reduced 3.44%	8,455 $611,000
Q2 2023 Aug 11, 2023	BUY	$71.44 - $74.33 $34,291 - $35,678	480 Added 5.8%	8,756 $650,000
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $49,246 - $56,549	749 Added 9.95%	8,276 $596,000
Q3 2022 Nov 07, 2022	BUY	$66.1 - $76.63 $268,366 - $311,117	4,060 Added 117.1%	7,527 $498,000
Q2 2022 Aug 12, 2022	BUY	$66.73 - $79.1 $29,227 - $34,645	438 Added 14.46%	3,467 $243,000
Q1 2022 May 10, 2022	SELL	$71.88 - $80.4 $101,278 - $113,283	-1,409 Reduced 31.75%	3,029 $235,000
Q4 2021 Feb 09, 2022	BUY	$73.28 - $81.04 $2,344 - $2,593	32 Added 0.73%	4,438 $359,000
Q3 2021 Nov 10, 2021	BUY	$73.5 - $78.28 $35,868 - $38,200	488 Added 12.46%	4,406 $324,000
Q2 2021 Aug 06, 2021	BUY	$69.72 - $73.7 $2,928 - $3,095	42 Added 1.08%	3,918 $288,000
Q1 2021 Apr 30, 2021	SELL	$65.18 - $69.88 $104,418 - $111,947	-1,602 Reduced 29.24%	3,876 $268,000
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $72,327 - $79,623	1,173 Added 27.25%	5,478 $372,000
Q3 2020 Nov 12, 2020	SELL	$60.74 - $66.36 $20,044 - $21,898	-330 Reduced 7.12%	4,305 $274,000
Q2 2020 Aug 03, 2020	SELL	$51.94 - $64.01 $241,157 - $297,198	-4,643 Reduced 50.04%	4,635 $281,000
Q1 2020 May 07, 2020	BUY	$46.61 - $69.67 $176,651 - $264,049	3,790 Added 69.06%	9,278 $501,000
Q4 2019 Feb 04, 2020	SELL	$62.68 - $65.67 $73,523 - $77,030	-1,173 Reduced 17.61%	5,488 $360,000
Q3 2019 Nov 12, 2019	BUY	$61.12 - $64.69 $31,354 - $33,185	513 Added 8.34%	6,661 $427,000
Q2 2019 Aug 05, 2019	BUY	$58.77 - $62.47 $67,703 - $71,965	1,152 Added 23.06%	6,148 $380,000
Q1 2019 May 02, 2019	BUY	$51.18 - $58.8 $255,695 - $293,764	4,996 New	4,996 $294,000

Others Institutions Holding USMV

# of Institutions

1,285

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Buckingham Strategic Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History