Buckingham Strategic Wealth, LLC Ishares Tr Residential And Mul Transaction History

Buckingham Strategic Wealth, LLC

$8.81 Billion
Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 8,772 shares of REZ stock, worth $676,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,772

Previous 9,070 3.29%

Holding current value

$676,584

Previous $666,000 5.11%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$67.66 - $74.45 $20,162 - $22,186	-298 Reduced 3.29%	8,772 $632,000
Q4 2023 Feb 14, 2024	SELL	$61.4 - $74.46 $56,733 - $68,801	-924 Reduced 9.25%	9,070 $666,000
Q3 2023 Nov 13, 2023	BUY	$65.29 - $76.0 $1,958 - $2,280	30 Added 0.3%	9,994 $659,000
Q2 2023 Aug 11, 2023	BUY	$68.53 - $73.43 $98,066 - $105,078	1,431 Added 16.77%	9,964 $730,000
Q4 2022 Feb 13, 2023	SELL	$67.24 - $73.54 $117,535 - $128,547	-1,748 Reduced 17.0%	8,533 $583,000

Q3 2022 Nov 07, 2022	BUY	N/A	477 Added 4.87%	10,281 $738,000
Q1 2022 May 10, 2022	BUY	N/A	4,761 Added 94.41%	9,804 $940,000
Q4 2021 Feb 09, 2022	BUY	N/A	5,043 New	5,043 $495,000

Others Institutions Holding REZ

# of Institutions

150

Shares Held

4.62M

Call Options Held

500

Put Options Held

18.9K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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Buckingham Strategic Wealth, LLC Ishares Tr Residential And Mul Transaction History