Buckingham Strategic Wealth, LLC Ishares Tr Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 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 146,901 shares of SHV stock, worth $16.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

146,901

Previous 132,052 11.24%

Holding current value

$16.2 Million

Previous $14.6 Million 11.2%

% of portfolio

0.18%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$110.04 - $110.51 $1.63 Million - $1.64 Million	14,849 Added 11.24%	146,901 $16.2 Million
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

724

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Buckingham Strategic Wealth, LLC Ishares Tr Transaction History