BUCKINGHAM STRATEGIC WEALTH, LLC – iShares Russell 3000 ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$5.75M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -4.19% | -1.21K shares | -552K | $207.04 | 27.79K |
Q2 2022 | share | Increase | +120.66% | 15.86K shares | 2.85M | $217.39 | 29.00K |
Q1 2022 | share | Increase | +7.55% | 923 shares | 57K | $262.37 | 13.14K |
Q4 2021 | share | Decrease | -0.55% | -68 shares | 260K | $278.5 | 12.22K |
Q3 2021 | share | Decrease | -0.65% | -80 shares | -34K | $254.85 | 12.29K |
Q2 2021 | share | Increase | +1.07% | 131 shares | 262K | $255.1 | 12.37K |
Q1 2021 | share | Decrease | -2.77% | -349 shares | 90K | $235.97 | 12.24K |
Q4 2020 | share | Increase | +0.37% | 46 shares | 359K | $221.71 | 12.58K |
Q3 2020 | share | Increase | 0.00% | 12.54K shares | 2.45M | $193.36 | 12.54K |
Q2 2020 | share | Decrease | -0.28% | -36 shares | 401K | $177.18 | 12.80K |
Q1 2020 | share | Increase | +0.01% | 1 shares | -515K | $145.47 | 12.83K |
Q4 2019 | share | Decrease | -1.99% | -261 shares | 143K | $183.92 | 12.83K |
Q3 2019 | share | Decrease | -6.68% | -938 shares | -143K | $168.75 | 13.09K |
Q2 2019 | share | Decrease | -2.97% | -430 shares | 8K | $166.65 | 14.03K |
Q1 2019 | share | Increase | +13.90% | 1.76K shares | 545K | $160.3 | 14.46K |
Q4 2018 | share | Decrease | -6.20% | -839 shares | -467K | $140.76 | 12.7K |
Q3 2018 | share | Decrease | -0.89% | -121 shares | 116K | $164.14 | 13.53K |
Q2 2018 | share | Decrease | -0.78% | -107 shares | 65K | $153.32 | 13.66K |
Q1 2018 | share | Decrease | -4.26% | -612 shares | -122K | $147.7 | 13.76K |
Q4 2017 | share | Decrease | -0.42% | -61 shares | 118K | $148.81 | 14.37K |
Q3 2017 | share | Decrease | -16.86% | -2.92K shares | -345K | $139.86 | 14.44K |
Q2 2017 | share | Increase | +234.34% | 12.17K shares | 1.77M | $133.77 | 17.36K |
Q1 2017 | share | Increase | +1.80% | 92 shares | 48K | $129.95 | 5.19K |
Q4 2016 | share | 0.00% | 0 shares | 25K | $123.01 | 5.10K | |
Q3 2016 | share | 0.00% | 0 shares | 21K | $117.99 | 5.10K | |
Q2 2016 | share | Increase | +3.74% | 184 shares | 38K | $113.12 | 5.10K |
Q1 2016 | share | Decrease | -8.12% | -435 shares | -49K | $110.24 | 4.91K |