Buckingham Strategic Wealth, LLC Ishares Msci Usa Value Factor Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 88,817 shares of VLUE stock, worth $9.51 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
88,817
Previous 91,319 2.74%
Holding current value
$9.51 Million
Previous $9.89 Million 7.09%
% of portfolio
0.1%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$100.16 - $107.88 $250,600 - $269,915
-2,502 Reduced 2.74%
88,817 $9.19 Million
Q1 2024

May 09, 2024
SELL
$98.17 - $108.31 $64,988 - $71,701
-662 Reduced 0.72%
91,319 $9.89 Million
Q4 2023

Feb 14, 2024
BUY
$85.95 - $101.55 $1.17 Million - $1.38 Million
13,587 Added 17.33%
91,981 $9.3 Million
Q3 2023

Nov 13, 2023
BUY
$90.0 - $97.29 $296,370 - $320,375
3,293 Added 4.38%
78,394 $7.11 Million
Q2 2023

Aug 11, 2023
BUY
$87.72 - $94.13 $1.55 Million - $1.67 Million
17,706 Added 30.85%
75,101 $7.04 Million
Q4 2022

Feb 13, 2023
SELL
$82.98 - $97.89 $969,372 - $1.14 Million
-11,682 Reduced 16.91%
57,395 $5.23 Million
Q3 2022

Nov 07, 2022
BUY
$81.86 - $99.37 $3.69 Million - $4.48 Million
45,079 Added 187.84%
69,077 $5.66 Million
Q2 2022

Aug 12, 2022
BUY
$88.4 - $105.81 $2.12 Million - $2.54 Million
23,998 New
23,998 $2.17 Million

Others Institutions Holding VLUE

# of Institutions
439
Shares Held
52.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email