Buckingham Strategic Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$50.95 - $51.48 $17,934 - $18,120	352 Added 7.0%	5,379 $275,000
Q4 2023 Feb 14, 2024	BUY	$49.4 - $51.28 $248,333 - $257,784	5,027 New	5,027 $257,000
Q2 2022 Aug 12, 2022	BUY	$49.84 - $51.62 $440,485 - $456,217	8,838 New	8,838 $447,000
Q2 2020 Aug 03, 2020	SELL	$51.96 - $54.73 $318,514 - $335,494	-6,130 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$47.21 - $54.5 $7,081 - $8,175	-150 Reduced 2.39%	6,130 $321,000
Q4 2019 Feb 04, 2020	SELL	$53.49 - $53.82 $42,792 - $43,056	-800 Reduced 11.3%	6,280 $337,000
Q3 2019 Nov 12, 2019	SELL	$53.16 - $53.82 $167,454 - $169,533	-3,150 Reduced 30.79%	7,080 $380,000
Q2 2019 Aug 05, 2019	SELL	$52.58 - $53.44 $715,981 - $727,692	-13,617 Reduced 57.1%	10,230 $547,000
Q1 2019 May 02, 2019	BUY	$51.67 - $52.87 $1.23 Million - $1.26 Million	23,847 New	23,847 $1.26 Million

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$798 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$694 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$631 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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