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 132,052 shares of SHV stock, worth $14.6 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
132,052
Previous 136,671 3.38%
Holding current value
$14.6 Million
Previous $15.1 Million 3.02%
% of portfolio
0.17%
Previous 0.19%

Shares

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

May 09, 2024
SELL
$110.11 - $110.57 $508,598 - $510,722
-4,619 Reduced 3.38%
132,052 $14.6 Million
Q4 2023

Feb 14, 2024
BUY
$109.86 - $110.59 $2.2 Million - $2.22 Million
20,035 Added 17.18%
136,671 $15.1 Million
Q3 2023

Nov 13, 2023
BUY
$109.99 - $110.5 $1.25 Million - $1.26 Million
11,397 Added 10.83%
116,636 $12.9 Million
Q2 2023

Aug 11, 2023
BUY
$110.0 - $110.45 $7.75 Million - $7.78 Million
70,411 Added 202.17%
105,239 $11.6 Million
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $2.06 Million - $2.07 Million
18,804 Added 117.35%
34,828 $3.83 Million
Q3 2022

Nov 07, 2022
BUY
$109.92 - $110.13 $1.17 Million - $1.18 Million
10,676 Added 199.63%
16,024 $1.76 Million
Q2 2022

Aug 12, 2022
BUY
$109.96 - $110.28 $588,066 - $589,777
5,348 New
5,348 $589,000
Q2 2021

Aug 06, 2021
SELL
$110.48 - $110.53 $247,806 - $247,918
-2,243 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$110.51 - $110.53 $247,873 - $247,918
2,243 New
2,243 $248,000

Others Institutions Holding SHV

# of Institutions
710
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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