Bkm Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Bkm Wealth Management, LLC

$246 Billion
Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 64,634 shares of IVE stock, worth $12.5 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares

64,634

Previous 65,985 2.05%

Holding current value

$12.5 Million

Previous $12 Billion 6.11%

% of portfolio

5.18%

Previous 5.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$181.06 - $197.17 $244,612 - $266,376	-1,351 Reduced 2.05%	64,634 $12.7 Billion
Q2 2024 Jul 24, 2024	BUY	$176.58 - $186.7 $371,347 - $392,630	2,103 Added 3.29%	65,985 $12 Billion
Q1 2024 Apr 18, 2024	BUY	$171.09 - $186.81 $308,304 - $336,631	1,802 Added 2.9%	63,882 $11.9 Billion
Q4 2023 Jan 11, 2024	SELL	$147.64 - $174.21 $39,419 - $46,514	-267 Reduced 0.43%	62,080 $10.8 Billion
Q4 2023 Jan 10, 2024	BUY	$147.64 - $174.21 $9.2 Million - $10.9 Million	62,347 New	62,347 $10.8 Billion

Others Institutions Holding IVE

# of Institutions

1,532

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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 500 Value ETF Transaction History