Buckingham Strategic Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 418,437 shares of IEI stock, worth $48.5 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

418,437

Previous 407,402 2.71%

Holding current value

$48.5 Million

Previous $47.2 Million 2.41%

% of portfolio

0.54%

Previous 0.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$113.43 - $115.88 $1.25 Million - $1.28 Million	11,035 Added 2.71%	418,437 $48.3 Million
Q1 2024 May 09, 2024	BUY	$114.97 - $117.54 $505,408 - $516,705	4,396 Added 1.09%	407,402 $47.2 Million
Q4 2023 Feb 14, 2024	BUY	$111.61 - $117.37 $5.25 Million - $5.52 Million	47,057 Added 13.22%	403,006 $47.2 Million
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $1.73 Million - $1.79 Million	15,385 Added 4.52%	355,949 $40.3 Million
Q2 2023 Aug 11, 2023	SELL	$115.23 - $119.04 $2.33 Million - $2.4 Million	-20,193 Reduced 5.6%	340,564 $39.3 Million
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $435,840 - $453,028	3,880 Added 1.09%	360,757 $41.4 Million
Q3 2022 Nov 07, 2022	BUY	$113.35 - $121.3 $3.06 Million - $3.28 Million	27,004 Added 8.19%	356,877 $40.8 Million
Q2 2022 Aug 12, 2022	SELL	$116.23 - $121.42 $8.18 Million - $8.55 Million	-70,396 Reduced 17.59%	329,873 $39.4 Million
Q1 2022 May 10, 2022	BUY	$121.42 - $128.17 $23.1 Million - $24.4 Million	190,606 Added 90.91%	400,269 $48.9 Million
Q4 2021 Feb 09, 2022	BUY	$128.19 - $130.42 $1.66 Million - $1.69 Million	12,924 Added 6.57%	209,663 $27 Million
Q3 2021 Nov 10, 2021	SELL	$129.96 - $131.96 $1.93 Million - $1.96 Million	-14,833 Reduced 7.01%	196,739 $25.6 Million
Q2 2021 Aug 06, 2021	SELL	$129.78 - $131.28 $777,122 - $786,104	-5,988 Reduced 2.75%	211,572 $27.6 Million
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $3.81 Million - $3.9 Million	29,339 Added 15.59%	217,560 $28.3 Million
Q4 2020 Feb 16, 2021	BUY	$132.44 - $133.52 $3.48 Million - $3.5 Million	26,248 Added 16.21%	188,221 $25 Million
Q3 2020 Nov 12, 2020	BUY	$133.35 - $134.1 $6.9 Million - $6.94 Million	51,763 Added 46.97%	161,973 $21.6 Million
Q2 2020 Aug 03, 2020	BUY	$132.55 - $133.72 $14.6 Million - $14.7 Million	110,210 New	110,210 $14.7 Million

Others Institutions Holding IEI

# of Institutions

775

Shares Held

95.5M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Buckingham Strategic Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History