A detailed history of Bkm Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 103,628 shares of IVW stock, worth $10.6 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
103,628
Previous 106,301 2.51%
Holding current value
$10.6 Million
Previous $9.84 Billion 0.87%
% of portfolio
4.03%
Previous 4.73%

Shares

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

Oct 23, 2024

SELL
$84.77 - $97.13 $226,590 - $259,628
-2,673 Reduced 2.51%
103,628 $9.92 Billion
Q2 2024

Jul 24, 2024

BUY
$79.31 - $93.31 $121,027 - $142,391
1,526 Added 1.46%
106,301 $9.84 Billion
Q1 2024

Apr 18, 2024

BUY
$72.87 - $85.14 $173,066 - $202,207
2,375 Added 2.32%
104,775 $8.85 Billion
Q4 2023

Jan 11, 2024

SELL
$65.78 - $75.4 $29,008 - $33,251
-441 Reduced 0.43%
102,400 $7.69 Billion
Q4 2023

Jan 10, 2024

BUY
$65.78 - $75.4 $6.76 Million - $7.75 Million
102,841 New
102,841 $7.72 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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