Bkm Wealth Management, LLC Ishares Tr Transaction History

Bkm Wealth Management, LLC

$274 Billion
Q4 2025

A detailed history of Bkm Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 27,976 shares of HYG stock, worth $2.24 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

27,976

Previous 30,256 7.54%

Holding current value

$2.24 Million

Previous $2.46 Billion 8.17%

% of portfolio

0.82%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$79.95 - $81.28 $182,286 - $185,318	-2,280 Reduced 7.54%	27,976 $2.26 Billion
Q3 2025 Oct 23, 2025	BUY	$79.85 - $81.32 $97,177 - $98,966	1,217 Added 4.19%	30,256 $2.46 Billion
Q2 2025 Jul 29, 2025	BUY	$75.75 - $80.65 $23,634 - $25,162	312 Added 1.09%	29,039 $2.34 Billion
Q1 2025 May 05, 2025	SELL	$78.51 - $80.11 $23,710 - $24,193	-302 Reduced 1.04%	28,727 $2.27 Billion
Q4 2024 Jan 31, 2025	BUY	$78.09 - $80.04 $1.86 Million - $1.9 Million	23,797 Added 454.84%	29,029 $2.28 Billion

Q3 2024 Oct 23, 2024	BUY	$76.72 - $80.36 $7,518 - $7,875	98 Added 1.91%	5,232 $420 Million
Q2 2024 Jul 24, 2024	BUY	$75.68 - $77.45 $16,952 - $17,348	224 Added 4.56%	5,134 $396 Million
Q1 2024 Apr 18, 2024	BUY	$76.57 - $77.9 $65,237 - $66,370	852 Added 21.0%	4,910 $382 Million
Q4 2023 Jan 10, 2024	BUY	$71.78 - $77.94 $291,283 - $316,280	4,058 New	4,058 $314 Million

Others Institutions Holding HYG

# of Institutions

1,191

Shares Held

280M

Call Options Held

115M

Put Options Held

573M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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 Tr Transaction History