Bkm Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Bkm Wealth Management, LLC

$244 Billion
Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 39,344 shares of IJS stock, worth $3.99 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

39,344

Previous 39,811 1.17%

Holding current value

$3.99 Million

Previous $4.29 Billion 0.3%

% of portfolio

1.75%

Previous 1.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$104.59 - $118.05 $48,843 - $55,129	-467 Reduced 1.17%	39,344 $4.27 Billion
Q3 2024 Oct 23, 2024	SELL	$95.81 - $109.03 $2,682 - $3,052	-28 Reduced 0.07%	39,811 $4.29 Billion
Q2 2024 Jul 24, 2024	BUY	$94.12 - $102.13 $201,699 - $218,864	2,143 Added 5.68%	39,839 $3.88 Billion
Q1 2024 Apr 18, 2024	BUY	$95.88 - $102.78 $123,685 - $132,586	1,290 Added 3.54%	37,696 $3.87 Billion
Q4 2023 Jan 11, 2024	SELL	$82.1 - $104.53 $3,119 - $3,972	-38 Reduced 0.1%	36,406 $3.75 Billion
Q4 2023 Jan 10, 2024	BUY	$82.1 - $104.53 $2.99 Million - $3.81 Million	36,444 New	36,444 $3.76 Billion

Others Institutions Holding IJS

# of Institutions

907

Shares Held

45.2M

Call Options Held

23.2K

Put Options Held

7.5K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

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.

Account

Bkm Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History