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 5,018 shares of IYR stock, worth $471,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,018

Previous 7,180 30.11%

Holding current value

$471,692

Previous $645,000 31.78%

% of portfolio

0.0%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$81.6 - $89.23 $176,419 - $192,915	-2,162 Reduced 30.11%	5,018 $440,000
Q1 2024 May 09, 2024	BUY	$85.32 - $92.22 $10,153 - $10,974	119 Added 1.69%	7,180 $645,000
Q4 2023 Feb 14, 2024	BUY	$73.28 - $92.46 $1,465 - $1,849	20 Added 0.28%	7,061 $645,000
Q3 2023 Nov 13, 2023	SELL	$77.12 - $89.86 $29,305 - $34,146	-380 Reduced 5.12%	7,041 $550,000
Q2 2023 Aug 11, 2023	BUY	$80.51 - $86.54 $3,300 - $3,548	41 Added 0.56%	7,421 $642,000
Q4 2022 Feb 13, 2023	SELL	$76.97 - $89.17 $9,005 - $10,432	-117 Reduced 1.56%	7,380 $621,000
Q3 2022 Nov 07, 2022	BUY	$80.64 - $103.19 $82,978 - $106,182	1,029 Added 15.91%	7,497 $610,000
Q2 2022 Aug 12, 2022	BUY	$86.95 - $112.38 $47,474 - $61,359	546 Added 9.22%	6,468 $595,000
Q1 2022 May 10, 2022	BUY	$99.21 - $115.26 $12,302 - $14,292	124 Added 2.14%	5,922 $641,000
Q4 2021 Feb 09, 2022	BUY	$103.03 - $116.14 $27,302 - $30,777	265 Added 4.79%	5,798 $673,000
Q3 2021 Nov 10, 2021	BUY	$102.34 - $111.27 $35,819 - $38,944	350 Added 6.75%	5,533 $567,000
Q2 2021 Aug 06, 2021	BUY	$93.58 - $104.97 $842 - $944	9 Added 0.17%	5,183 $528,000
Q1 2021 Apr 30, 2021	BUY	$82.27 - $92.74 $27,889 - $31,438	339 Added 7.01%	5,174 $476,000
Q4 2020 Feb 16, 2021	BUY	$76.87 - $86.71 $1,614 - $1,820	21 Added 0.44%	4,835 $414,000
Q3 2020 Nov 12, 2020	BUY	$76.71 - $84.15 $76 - $84	1 Added 0.02%	4,814 $384,000
Q2 2020 Aug 03, 2020	SELL	$64.24 - $86.82 $212,762 - $287,547	-3,312 Reduced 40.76%	4,813 $379,000
Q1 2020 May 07, 2020	BUY	$57.84 - $100.28 $169,760 - $294,321	2,935 Added 56.55%	8,125 $565,000
Q4 2019 Feb 04, 2020	BUY	$89.52 - $95.36 $22,917 - $24,412	256 Added 5.19%	5,190 $483,000
Q3 2019 Nov 12, 2019	SELL	$91.54 - $93.76 $23,342 - $23,908	-255 Reduced 4.91%	4,934 $461,000
Q2 2019 Aug 05, 2019	SELL	N/A	-179 Reduced 3.33%	5,189 $453,000
Q1 2019 May 02, 2019	BUY	N/A	367 Added 7.34%	5,368 $467,000
Q4 2018 Feb 11, 2019	BUY	N/A	1 Added 0.02%	5,001 $375,000
Q3 2018 Nov 02, 2018	SELL	N/A	-36 Reduced 0.71%	5,000 $400,000
Q2 2018 Aug 13, 2018	BUY	N/A	122 Added 2.48%	5,036 $406,000
Q1 2018 May 14, 2018	SELL	N/A	-15 Reduced 0.3%	4,914 $371,000
Q4 2017 Feb 12, 2018	SELL	N/A	-105 Reduced 2.09%	4,929 $399,000
Q3 2017 Nov 08, 2017	BUY	N/A	5,034	5,034 $402,000

Others Institutions Holding IYR

# of Institutions

599

Shares Held

57.1M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Buckingham Strategic Wealth, LLC Ishares Tr Transaction History