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

Bkm Wealth Management, LLC

  • $233 Billion
  • Q1 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 1,930 shares of IWD stock, worth $347,091. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,930
Previous 1,680 14.88%
Holding current value
$347,091
Previous $278 Million 24.52%
% of portfolio
0.15%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,640
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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