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 5,436 shares of IYY stock, worth $731,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,436
Previous 7,654 28.98%
Holding current value
$731,685
Previous $891,000 21.89%
% 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
N/A
-148 Reduced 1.93%
7,522 $838,000
Q4 2021

Feb 09, 2022
BUY
N/A
148 Added 1.97%
7,670 $904,000
Q3 2021

Nov 10, 2021
SELL
N/A
-428 Reduced 5.38%
7,522 $811,000
Q2 2021

Aug 06, 2021
SELL
N/A
-7,980 Reduced 50.09%
7,950 $858,000
Q1 2021

Apr 30, 2021
SELL
N/A
-2,510 Reduced 13.61%
15,930 $1.59 Million
Q4 2020

Feb 16, 2021
BUY
N/A
9,220 Added 100.0%
18,440 $1.74 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-45 Reduced 0.49%
9,220 $1.54 Million
Q2 2020

Aug 03, 2020
BUY
N/A
3,000 Added 47.89%
9,265 $1.42 Million
Q1 2020

May 07, 2020
BUY
N/A
3,747 Added 148.81%
6,265 $790,000
Q4 2019

Feb 04, 2020
BUY
N/A
924 Added 57.97%
2,518 $402,000
Q3 2019

Nov 12, 2019
SELL
N/A
-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

# of Institutions
230
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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