Buckingham Strategic Wealth, LLC Ishares Tr Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 80,885 shares of IEFA stock, worth $5.71 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

80,885

Previous 82,076 1.45%

Holding current value

$5.71 Million

Previous $6.09 Million 3.55%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$70.77 - $76.19 $84,287 - $90,742	-1,191 Reduced 1.45%	80,885 $5.88 Million
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $492,311 - $537,756	-7,225 Reduced 8.09%	82,076 $6.09 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $2.39 Million - $2.75 Million	39,050 Added 77.71%	89,301 $6.28 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $475,945 - $517,118	7,432 Added 17.36%	50,251 $3.23 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $156,821 - $164,112	2,375 Added 5.87%	42,819 $2.89 Million
Q4 2022 Feb 13, 2023	SELL	$52.35 - $63.65 $76,221 - $92,674	-1,456 Reduced 3.47%	40,444 $2.49 Million
Q3 2022 Nov 07, 2022	BUY	$52.32 - $63.1 $35,996 - $43,412	688 Added 1.67%	41,900 $2.21 Million
Q2 2022 Aug 12, 2022	SELL	$57.91 - $70.46 $592,650 - $721,087	-10,234 Reduced 19.89%	41,212 $2.43 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $509,179 - $607,538	8,049 Added 18.55%	51,446 $3.58 Million
Q4 2021 Feb 09, 2022	SELL	$72.36 - $77.76 $18,596 - $19,984	-257 Reduced 0.59%	43,397 $3.24 Million
Q3 2021 Nov 10, 2021	SELL	$72.98 - $78.2 $16,931 - $18,142	-232 Reduced 0.53%	43,654 $3.24 Million
Q2 2021 Aug 06, 2021	BUY	$73.11 - $77.88 $508,845 - $542,044	6,960 Added 18.85%	43,886 $3.29 Million
Q1 2021 Apr 30, 2021	BUY	$68.58 - $73.12 $44,919 - $47,893	655 Added 1.81%	36,926 $2.66 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $317,564 - $380,825	5,463 Added 17.73%	36,271 $2.51 Million
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $26,762 - $29,022	466 Added 1.54%	30,808 $1.86 Million
Q2 2020 Aug 03, 2020	SELL	$47.43 - $60.75 $1.89 Million - $2.42 Million	-39,802 Reduced 56.74%	30,342 $1.73 Million
Q1 2020 May 07, 2020	BUY	$43.31 - $66.12 $2.82 Million - $4.3 Million	65,040 Added 1274.29%	70,144 $3.5 Million
Q4 2019 Feb 04, 2020	BUY	$59.36 - $65.51 $81,323 - $89,748	1,370 Added 36.69%	5,104 $333,000
Q3 2019 Nov 12, 2019	SELL	$57.44 - $62.42 $376,174 - $408,788	-6,549 Reduced 63.69%	3,734 $228,000
Q2 2019 Aug 05, 2019	BUY	$59.39 - $62.73 $237,263 - $250,606	3,995 Added 63.53%	10,283 $631,000
Q1 2019 May 02, 2019	SELL	$54.44 - $61.46 $164,027 - $185,178	-3,013 Reduced 32.39%	6,288 $382,000
Q4 2018 Feb 11, 2019	BUY	$53.06 - $64.19 $232,880 - $281,729	4,389 Added 89.35%	9,301 $512,000
Q3 2018 Nov 02, 2018	SELL	$61.82 - $65.16 $104,970 - $110,641	-1,698 Reduced 25.69%	4,912 $315,000
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $414,711 - $448,091	6,610 New	6,610 $419,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Buckingham Strategic Wealth, LLC Ishares Tr Transaction History