Buckingham Strategic Wealth, LLC Ishares Tr Msci Acwi Low Carbo Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 4,522 shares of CRBN stock, worth $888,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,522

Previous 3,702 22.15%

Holding current value

$888,301

Previous $664,000 24.7%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$169.52 - $183.86 $139,006 - $150,765	820 Added 22.15%	4,522 $828,000
Q2 2023 Aug 11, 2023	BUY	$147.18 - $156.7 $6,328 - $6,738	43 Added 1.18%	3,702 $578,000
Q1 2022 May 10, 2022	BUY	$150.89 - $174.82 $128,558 - $148,946	852 Added 30.35%	3,659 $597,000
Q4 2021 Feb 09, 2022	BUY	$163.45 - $176.38 $10,133 - $10,935	62 Added 2.26%	2,807 $488,000
Q1 2019 May 02, 2019	BUY	$101.59 - $117.71 $278,864 - $323,113	2,745 New	2,745 $320,000
Q4 2018 Feb 11, 2019	SELL	$99.0 - $120.53 $170,280 - $207,311	-1,720 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$114.32 - $120.82 $196,630 - $207,810	1,720 New	1,720 $206,000
Q2 2018 Aug 13, 2018	SELL	$113.94 - $120.26 $195,976 - $206,847	-1,720 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$112.69 - $118.03 $193,826 - $203,011	1,720	1,720 $201,000

Others Institutions Holding CRBN

# of Institutions

134

Shares Held

2.65M

Call Options Held

Put Options Held

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About ISHARES TR MSCI ACWI LOW CARBO

Ticker CRBN
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Buckingham Strategic Wealth, LLC Ishares Tr Msci Acwi Low Carbo Transaction History