Bkm Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Bkm Wealth Management, LLC

$271 Billion
Q3 2025

A detailed history of Bkm Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 63,909 shares of IVE stock, worth $13.4 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares

63,909

Previous 63,429 0.76%

Holding current value

$13.4 Million

Previous $12.4 Billion 6.47%

% of portfolio

4.87%

Previous 4.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$194.44 - $206.51 $93,331 - $99,124	480 Added 0.76%	63,909 $13.2 Billion
Q2 2025 Jul 29, 2025	SELL	$168.34 - $195.42 $60,602 - $70,351	-360 Reduced 0.56%	63,429 $12.4 Billion
Q1 2025 May 05, 2025	SELL	$185.78 - $198.58 $96,048 - $102,665	-517 Reduced 0.8%	63,789 $12.2 Billion
Q4 2024 Jan 31, 2025	SELL	$189.5 - $206.17 $62,156 - $67,623	-328 Reduced 0.51%	64,306 $12.3 Billion
Q3 2024 Oct 23, 2024	SELL	$181.06 - $197.17 $244,612 - $266,376	-1,351 Reduced 2.05%	64,634 $12.7 Billion

Q2 2024 Jul 24, 2024	BUY	$176.58 - $186.7 $371,347 - $392,630	2,103 Added 3.29%	65,985 $12 Billion
Q1 2024 Apr 18, 2024	BUY	$171.09 - $186.81 $308,304 - $336,631	1,802 Added 2.9%	63,882 $11.9 Billion
Q4 2023 Jan 11, 2024	SELL	$147.64 - $174.21 $39,419 - $46,514	-267 Reduced 0.43%	62,080 $10.8 Billion
Q4 2023 Jan 10, 2024	BUY	$147.64 - $174.21 $9.2 Million - $10.9 Million	62,347 New	62,347 $10.8 Billion

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Bkm Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History