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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 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 64,634 shares of IVE stock, worth $12.5 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares
64,634
Previous 65,985 2.05%
Holding current value
$12.5 Million
Previous $12 Billion 6.11%
% of portfolio
5.18%
Previous 5.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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