Buckingham Strategic Wealth, LLC Ishares Tr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.81 Billion
  • Q1 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 7,180 shares of IYR stock, worth $628,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,180
Previous 7,061 1.69%
Holding current value
$628,034
Previous $645,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $9,624 - $10,432
-117 Reduced 1.56%
7,380 $621,000
Q3 2022

Nov 07, 2022
BUY
N/A
1,029 Added 15.91%
7,497 $610,000
Q2 2022

Aug 12, 2022
BUY
N/A
546 Added 9.22%
6,468 $595,000
Q1 2022

May 10, 2022
BUY
N/A
124 Added 2.14%
5,922 $641,000
Q4 2021

Feb 09, 2022
BUY
N/A
265 Added 4.79%
5,798 $673,000
Q3 2021

Nov 10, 2021
BUY
N/A
350 Added 6.75%
5,533 $567,000
Q2 2021

Aug 06, 2021
BUY
N/A
9 Added 0.17%
5,183 $528,000
Q1 2021

Apr 30, 2021
BUY
N/A
339 Added 7.01%
5,174 $476,000
Q4 2020

Feb 16, 2021
BUY
N/A
21 Added 0.44%
4,835 $414,000
Q3 2020

Nov 12, 2020
BUY
N/A
1 Added 0.02%
4,814 $384,000
Q2 2020

Aug 03, 2020
SELL
N/A
-3,312 Reduced 40.76%
4,813 $379,000
Q1 2020

May 07, 2020
BUY
N/A
2,935 Added 56.55%
8,125 $565,000
Q4 2019

Feb 04, 2020
BUY
N/A
256 Added 5.19%
5,190 $483,000
Q3 2019

Nov 12, 2019
SELL
N/A
-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
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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