A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 38,529 shares of IUSV stock, worth $3.63 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,529
Previous 40,663 5.25%
Holding current value
$3.63 Million
Previous $3.68 Million 7.67%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$85.39 - $90.42 $182,222 - $192,956
-2,134 Reduced 5.25%
38,529 $3.4 Million
Q1 2024

May 09, 2024

BUY
$82.87 - $90.44 $56,351 - $61,499
680 Added 1.7%
40,663 $3.68 Million
Q4 2023

Feb 14, 2024

SELL
$71.48 - $84.61 $149,107 - $176,496
-2,086 Reduced 4.96%
39,983 $3.37 Million
Q3 2023

Nov 13, 2023

BUY
$74.38 - $81.04 $51,917 - $56,565
698 Added 1.69%
42,069 $3.14 Million
Q2 2023

Aug 11, 2023

BUY
$72.65 - $78.26 $85,944 - $92,581
1,183 Added 2.94%
41,371 $3.24 Million
Q4 2022

Feb 13, 2023

SELL
$63.23 - $73.93 $314,885 - $368,171
-4,980 Reduced 11.03%
40,188 $2.84 Million
Q3 2022

Nov 07, 2022

BUY
$62.61 - $73.64 $344,167 - $404,799
5,497 Added 13.86%
45,168 $2.83 Million
Q2 2022

Aug 12, 2022

BUY
$64.88 - $77.18 $544,667 - $647,926
8,395 Added 26.84%
39,671 $2.65 Million
Q1 2022

May 10, 2022

BUY
$71.81 - $77.49 $177,657 - $191,710
2,474 Added 8.59%
31,276 $2.37 Million
Q4 2021

Feb 09, 2022

BUY
$71.13 - $76.45 $80,732 - $86,770
1,135 Added 4.1%
28,802 $2.2 Million
Q3 2021

Nov 10, 2021

BUY
$69.93 - $74.13 $16,853 - $17,865
241 Added 0.88%
27,667 $1.96 Million
Q2 2021

Aug 06, 2021

BUY
$69.41 - $73.87 $184,214 - $196,050
2,654 Added 10.71%
27,426 $1.97 Million
Q1 2021

Apr 30, 2021

SELL
$61.28 - $69.6 $224,529 - $255,014
-3,664 Reduced 12.89%
24,772 $1.71 Million
Q4 2020

Feb 16, 2021

BUY
$53.17 - $62.19 $425 - $497
8 Added 0.03%
28,436 $1.77 Million
Q3 2020

Nov 12, 2020

SELL
$51.46 - $57.08 $34,066 - $37,786
-662 Reduced 2.28%
28,428 $1.54 Million
Q2 2020

Aug 03, 2020

SELL
$44.04 - $57.88 $3,831 - $5,035
-87 Reduced 0.3%
29,090 $1.52 Million
Q1 2020

May 07, 2020

BUY
$39.87 - $63.83 $115,184 - $184,404
2,889 Added 10.99%
29,177 $1.35 Million
Q4 2019

Feb 04, 2020

BUY
$55.95 - $63.08 $391 - $441
7 Added 0.03%
26,288 $1.66 Million
Q3 2019

Nov 12, 2019

SELL
$54.3 - $58.65 $28,127 - $30,380
-518 Reduced 1.93%
26,281 $1.52 Million
Q2 2019

Aug 05, 2019

SELL
$52.68 - $57.18 $3,582 - $3,888
-68 Reduced 0.25%
26,799 $1.52 Million
Q1 2019

May 02, 2019

BUY
$48.21 - $55.66 $50,379 - $58,164
1,045 Added 4.05%
26,867 $1.47 Million
Q4 2018

Feb 11, 2019

SELL
$46.36 - $56.72 $25,080 - $30,685
-541 Reduced 2.05%
25,822 $1.27 Million
Q3 2018

Nov 02, 2018

SELL
$53.63 - $57.68 $34,055 - $36,626
-635 Reduced 2.35%
26,363 $1.49 Million
Q2 2018

Aug 13, 2018

SELL
$51.95 - $55.12 $53,248 - $56,498
-1,025 Reduced 3.66%
26,998 $1.45 Million
Q1 2018

May 14, 2018

SELL
$51.81 - $58.63 $65,591 - $74,225
-1,266 Reduced 4.32%
28,023 $1.49 Million
Q4 2017

Feb 12, 2018

SELL
$52.55 - $55.6 $19,969 - $21,128
-380 Reduced 1.28%
29,289 $1.62 Million
Q3 2017

Nov 08, 2017

BUY
$52.0 - $52.35 $1.54 Million - $1.55 Million
29,669
29,669 $1.55 Million

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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