Bkm Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Bkm Wealth Management, LLC
- $244 Billion
- Q4 2024
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 64,306 shares of IVE stock, worth $12.1 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
64,306
Previous 64,634
0.51%
Holding current value
$12.1 Million
Previous $12.7 Billion
3.68%
% of portfolio
5.04%
Previous 5.18%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio