A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,436 shares of IYY stock, worth $794,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,436
Previous 5,436 -0.0%
Holding current value
$794,145
Previous $696,000 3.3%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$114.26 - $128.09 $253,428 - $284,103
-2,218 Reduced 28.98%
5,436 $696,000
Q4 2023

Feb 14, 2024

BUY
$99.95 - $116.88 $13,193 - $15,428
132 Added 1.75%
7,654 $891,000
Q1 2022

May 10, 2022

SELL
$102.45 - $118.45 $15,162 - $17,530
-148 Reduced 1.93%
7,522 $838,000
Q4 2021

Feb 09, 2022

BUY
$107.69 - $118.54 $15,938 - $17,543
148 Added 1.97%
7,670 $904,000
Q3 2021

Nov 10, 2021

SELL
$106.77 - $113.98 $45,697 - $48,783
-428 Reduced 5.38%
7,522 $811,000
Q2 2021

Aug 06, 2021

SELL
$101.05 - $107.97 $806,379 - $861,600
-7,980 Reduced 50.09%
7,950 $858,000
Q1 2021

Apr 30, 2021

SELL
$93.02 - $100.44 $233,480 - $252,104
-2,510 Reduced 13.61%
15,930 $1.59 Million
Q4 2020

Feb 16, 2021

BUY
$81.36 - $94.32 $750,139 - $869,630
9,220 Added 100.0%
18,440 $1.74 Million
Q3 2020

Nov 12, 2020

SELL
$76.94 - $88.82 $3,462 - $3,996
-45 Reduced 0.49%
9,220 $1.54 Million
Q2 2020

Aug 03, 2020

BUY
$60.32 - $80.25 $180,960 - $240,750
3,000 Added 47.89%
9,265 $1.42 Million
Q1 2020

May 07, 2020

BUY
$54.71 - $84.04 $204,998 - $314,897
3,747 Added 148.81%
6,265 $790,000
Q4 2019

Feb 04, 2020

BUY
$71.59 - $80.04 $66,149 - $73,956
924 Added 57.97%
2,518 $402,000
Q3 2019

Nov 12, 2019

SELL
$73.36 - $74.95 $67,784 - $69,253
-924 Reduced 36.7%
1,594 $235,000
Q1 2019

May 02, 2019

SELL
N/A
-1,155 Reduced 31.45%
2,518 $356,000
Q3 2018

Nov 02, 2018

SELL
N/A
-311 Reduced 7.81%
3,673 $534,000
Q2 2018

Aug 13, 2018

BUY
N/A
3,984 New
3,984 $543,000
Q4 2017

Feb 12, 2018

SELL
N/A
-1,708 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
1,708
1,708 $215,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.