Buckingham Strategic Wealth, LLC Ishares Tr Global Consumer Sta Transaction History

Buckingham Strategic Wealth, LLC

$8.81 Billion
Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,809 shares of KXI stock, worth $474,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,809

Previous 7,809 -0.0%

Holding current value

$474,787

Previous $462,000 3.03%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$55.14 - $59.83 $151,855 - $164,771	2,754 Added 54.48%	7,809 $462,000
Q3 2023 Nov 13, 2023	SELL	$56.84 - $62.6 $2,842 - $3,130	-50 Reduced 0.98%	5,055 $288,000
Q3 2022 Nov 07, 2022	SELL	$54.93 - $61.47 $4,669 - $5,224	-85 Reduced 1.64%	5,105 $274,000
Q3 2021 Nov 10, 2021	SELL	$59.97 - $62.8 $4,497 - $4,710	-75 Reduced 1.42%	5,190 $311,000
Q3 2020 Nov 12, 2020	SELL	$51.84 - $57.06 $4,924 - $5,420	-95 Reduced 1.77%	5,265 $292,000

Q1 2020 May 07, 2020	SELL	$42.54 - $56.41 $15,059 - $19,969	-354 Reduced 6.2%	5,360 $256,000
Q4 2018 Feb 11, 2019	SELL	$44.53 - $50.92 $4,453 - $5,092	-100 Reduced 1.72%	5,714 $263,000
Q2 2018 Aug 13, 2018	BUY	$47.84 - $50.78 $139,070 - $147,617	2,907 Added 100.0%	5,814 $285,000
Q1 2018 May 14, 2018	BUY	$48.45 - $54.53 $140,844 - $158,518	2,907 New	2,907 $292,000

Others Institutions Holding KXI

# of Institutions

142

Shares Held

9.21M

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL CONSUMER STA

Ticker KXI
Sector ETFs
Industry ETFs

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Buckingham Strategic Wealth, LLC Ishares Tr Global Consumer Sta Transaction History