Bkm Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Bkm Wealth Management, LLC

  • $208 Billion
  • Q2 2024

A detailed history of Bkm Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 2,317 shares of IWD stock, worth $427,324. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,317
Previous 1,930 20.05%
Holding current value
$427,324
Previous $346 Million 16.94%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Jul 24, 2024
BUY
$169.4 - $179.05 $65,557 - $69,292
387 Added 20.05%
2,317 $404 Million
Q1 2024

Apr 18, 2024
BUY
$161.84 - $179.11 $40,460 - $44,777
250 Added 14.88%
1,930 $346 Million
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $241,399 - $278,376
1,680 New
1,680 $278 Million

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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