BUCKINGHAM STRATEGIC WEALTH, LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$2.04M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.34% | 77 shares | -93K | $90 | 22.71K |
| Q2 2022 | share | Increase | +0.90% | 202 shares | -322K | $94.41 | 22.64K |
| Q1 2022 | share | Decrease | -6.93% | -1.67K shares | -209K | $109.64 | 22.44K |
| Q4 2021 | share | Decrease | -0.58% | -140 shares | 170K | $110.62 | 24.11K |
| Q3 2021 | share | Decrease | -5.02% | -1.28K shares | -191K | $103.04 | 24.25K |
| Q2 2021 | share | Increase | +9.33% | 2.17K shares | 309K | $104.78 | 25.53K |
| Q1 2021 | share | Decrease | -22.64% | -6.83K shares | -224K | $101.06 | 23.35K |
| Q4 2020 | share | Increase | +200.89% | 20.15K shares | 1.92M | $85.25 | 30.19K |
| Q3 2020 | share | Increase | 0.00% | 10.03K shares | 677K | $66.32 | 10.03K |
| Q2 2020 | share | Decrease | -18.41% | -1.22K shares | -4K | $65 | 5.42K |
| Q1 2020 | share | Increase | +5.86% | 368 shares | -171K | $53.42 | 6.64K |
| Q4 2019 | share | Decrease | -6.44% | -432 shares | -1K | $82.34 | 6.28K |
| Q3 2019 | share | Increase | +0.21% | 14 shares | 3K | $76.73 | 6.71K |
| Q2 2019 | share | Decrease | -11.85% | -900 shares | -62K | $76.17 | 6.69K |
| Q1 2019 | share | Increase | +10.98% | 752 shares | 122K | $74.65 | 7.59K |
| Q4 2018 | share | Increase | +23.75% | 1.31K shares | 11K | $65.52 | 6.84K |
| Q3 2018 | share | Increase | +3.06% | 164 shares | 28K | $78.84 | 5.53K |
| Q2 2018 | share | 0.00% | 0 shares | 20K | $76.05 | 5.36K | |
| Q1 2018 | share | Increase | 0.00% | 5.36K shares | 415K | $72.22 | 5.36K |