A detailed history of Bkm Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 6,805 shares of IJR stock, worth $849,876. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,805
Previous 6,761 0.65%
Holding current value
$849,876
Previous $721 Million 10.37%
% of portfolio
0.32%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$105.53 - $118.34 $4,643 - $5,206
44 Added 0.65%
6,805 $796 Million
Q2 2024

Jul 24, 2024

BUY
$102.13 - $110.88 $1,327 - $1,441
13 Added 0.19%
6,761 $721 Million
Q1 2024

Apr 18, 2024

SELL
$102.35 - $110.52 $28,350 - $30,614
-277 Reduced 3.94%
6,748 $746 Million
Q4 2023

Jan 10, 2024

BUY
$87.61 - $110.11 $615,460 - $773,522
7,025 New
7,025 $761 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, 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 Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.