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

Bkm Wealth Management, LLC

$271 Billion
Q3 2025

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 3,644 shares of IWD stock, worth $746,254. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,644

Previous 3,774 3.44%

Holding current value

$746,254

Previous $733 Million 1.21%

% of portfolio

0.27%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$192.76 - $203.86 $25,058 - $26,501	-130 Reduced 3.44%	3,644 $742 Million
Q2 2025 Jul 29, 2025	BUY	$166.82 - $194.23 $44,540 - $51,859	267 Added 7.61%	3,774 $733 Million
Q1 2025 May 05, 2025	BUY	$182.82 - $196.21 $37,660 - $40,419	206 Added 6.24%	3,507 $660 Million
Q4 2024 Jan 31, 2025	BUY	$183.23 - $199.79 $49,838 - $54,342	272 Added 8.98%	3,301 $611 Million
Q3 2024 Oct 23, 2024	BUY	$173.36 - $189.8 $123,432 - $135,137	712 Added 30.73%	3,029 $575 Million

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

1,992

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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