Buckingham Strategic Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 307,168 shares of SHY stock, worth $25.2 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

307,168

Previous 317,407 3.23%

Holding current value

$25.2 Million

Previous $26 Million 3.38%

% of portfolio

0.28%

Previous 0.29%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$81.05 - $81.66 $829,870 - $836,116	-10,239 Reduced 3.23%	307,168 $25.1 Million
Q1 2024 May 09, 2024	BUY	$81.49 - $82.34 $404,434 - $408,653	4,963 Added 1.59%	317,407 $26 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $83,683 - $85,157	-1,038 Reduced 0.33%	312,444 $25.6 Million
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $1.29 Million - $1.3 Million	16,028 Added 5.39%	313,482 $25.4 Million
Q2 2023 Aug 11, 2023	BUY	$81.05 - $82.41 $570,997 - $580,578	7,045 Added 2.43%	297,454 $24.1 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $5.67 Million - $5.73 Million	70,316 Added 31.95%	290,409 $23.6 Million
Q3 2022 Nov 07, 2022	BUY	$81.04 - $83.06 $802,944 - $822,958	9,908 Added 4.71%	220,093 $17.9 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $4.96 Million - $5.05 Million	60,484 Added 40.4%	210,185 $17.4 Million
Q1 2022 May 10, 2022	BUY	$83.25 - $85.49 $5.02 Million - $5.15 Million	60,279 Added 67.41%	149,701 $12.5 Million
Q4 2021 Feb 09, 2022	SELL	$85.5 - $86.18 $76,351 - $76,958	-893 Reduced 0.99%	89,422 $7.65 Million
Q3 2021 Nov 10, 2021	BUY	$86.09 - $86.31 $56,388 - $56,533	655 Added 0.73%	90,315 $7.78 Million
Q2 2021 Aug 06, 2021	BUY	$86.11 - $86.32 $1.94 Million - $1.95 Million	22,574 Added 33.65%	89,660 $7.73 Million
Q1 2021 Apr 30, 2021	BUY	$86.21 - $86.4 $749,251 - $750,902	8,691 Added 14.88%	67,086 $5.79 Million
Q4 2020 Feb 16, 2021	SELL	$86.32 - $86.46 $2.06 Million - $2.06 Million	-23,838 Reduced 28.99%	58,395 $5.04 Million
Q3 2020 Nov 12, 2020	SELL	$86.46 - $86.63 $70,464 - $70,603	-815 Reduced 0.98%	82,233 $7.11 Million
Q2 2020 Aug 03, 2020	BUY	$86.48 - $86.8 $3.84 Million - $3.85 Million	44,365 Added 114.69%	83,048 $7.19 Million
Q1 2020 May 07, 2020	SELL	$84.67 - $86.69 $1.84 Million - $1.89 Million	-21,779 Reduced 36.02%	38,683 $3.35 Million
Q4 2019 Feb 04, 2020	BUY	$84.51 - $85.05 $267,558 - $269,268	3,166 Added 5.53%	60,462 $5.12 Million
Q3 2019 Nov 12, 2019	SELL	$84.4 - $85.1 $203,657 - $205,346	-2,413 Reduced 4.04%	57,296 $4.86 Million
Q2 2019 Aug 05, 2019	BUY	$83.84 - $84.81 $262,754 - $265,794	3,134 Added 5.54%	59,709 $5.06 Million
Q1 2019 May 02, 2019	BUY	$83.51 - $84.18 $184,807 - $186,290	2,213 Added 4.07%	56,575 $4.76 Million
Q4 2018 Feb 11, 2019	SELL	$82.85 - $83.62 $317,978 - $320,933	-3,838 Reduced 6.59%	54,362 $4.55 Million
Q3 2018 Nov 02, 2018	BUY	$83.02 - $83.34 $722,357 - $725,141	8,701 Added 17.58%	58,200 $4.84 Million
Q2 2018 Aug 13, 2018	BUY	$83.11 - $83.6 $755,469 - $759,924	9,090 Added 22.49%	49,499 $4.13 Million
Q1 2018 May 14, 2018	BUY	$83.38 - $83.82 $266,148 - $267,553	3,192 Added 8.58%	40,409 $3.38 Million
Q4 2017 Feb 12, 2018	SELL	$83.78 - $84.55 $1.44 Million - $1.45 Million	-17,199 Reduced 31.61%	37,217 $3.12 Million
Q3 2017 Nov 08, 2017	BUY	$84.45 - $84.47 $4.6 Million - $4.6 Million	54,416	54,416 $4.6 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History