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%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,671

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

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