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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 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 3,029 shares of IWD stock, worth $598,863. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,029
Previous 2,317 30.73%
Holding current value
$598,863
Previous $404 Million 42.22%
% of portfolio
0.23%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,716
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
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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