BUCKINGHAM STRATEGIC WEALTH, LLC – iShares Core S&P U.S. Value ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$2.82M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.86% | 5.49K shares | 175K | $62.61 | 45.16K |
| Q2 2022 | share | Increase | +26.84% | 8.39K shares | 280K | $66.88 | 39.67K |
| Q1 2022 | share | Increase | +8.59% | 2.47K shares | 174K | $75.87 | 31.27K |
| Q4 2021 | share | Increase | +4.10% | 1.13K shares | 238K | $76.35 | 28.80K |
| Q3 2021 | share | Increase | +0.88% | 241 shares | -13K | $70.88 | 27.66K |
| Q2 2021 | share | Increase | +10.71% | 2.65K shares | 267K | $71.53 | 27.42K |
| Q1 2021 | share | Decrease | -12.89% | -3.66K shares | -61K | $68.24 | 24.77K |
| Q4 2020 | share | Increase | +0.03% | 8 shares | 225K | $61.28 | 28.43K |
| Q3 2020 | share | Increase | 0.00% | 28.42K shares | 1.54M | $53.15 | 28.42K |
| Q2 2020 | share | Decrease | -0.30% | -87 shares | 172K | $50.76 | 29.09K |
| Q1 2020 | share | Increase | +10.99% | 2.88K shares | -310K | $44.62 | 29.17K |
| Q4 2019 | share | Increase | +0.03% | 7 shares | 138K | $60.35 | 26.28K |
| Q3 2019 | share | Decrease | -1.93% | -518 shares | 1K | $55.02 | 26.28K |
| Q2 2019 | share | Decrease | -0.25% | -68 shares | 45K | $53.59 | 26.79K |
| Q1 2019 | share | Increase | +4.05% | 1.04K shares | 205K | $51.56 | 26.86K |
| Q4 2018 | share | Decrease | -2.05% | -541 shares | -218K | $45.9 | 25.82K |
| Q3 2018 | share | Decrease | -2.35% | -635 shares | 37K | $52.35 | 26.36K |
| Q2 2018 | share | Decrease | -3.66% | -1.02K shares | -40K | $49.56 | 26.99K |
| Q1 2018 | share | Decrease | -4.32% | -1.26K shares | -134K | $48.75 | 28.02K |
| Q4 2017 | share | Decrease | -1.28% | -380 shares | 70K | $50.54 | 29.28K |
| Q3 2017 | share | Decrease | -0.48% | -144 shares | 34K | $47.53 | 29.66K |
| Q2 2017 | share | Increase | 0.00% | 29.81K shares | 1.51M | $45.96 | 29.81K |