Bkm Wealth Management, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 94,967 shares of IVW stock, worth $11.5 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

94,967

Previous 96,263 1.35%

Holding current value

$11.5 Million

Previous $10.6 Billion 8.17%

% of portfolio

4.23%

Previous 4.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$108.97 - $121.65 $141,225 - $157,658	-1,296 Reduced 1.35%	94,967 $11.5 Billion
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $173,884 - $230,769	-2,096 Reduced 2.13%	96,263 $10.6 Billion
Q1 2025 May 05, 2025	SELL	$92.45 - $106.69 $301,571 - $348,022	-3,262 Reduced 3.21%	98,359 $9.13 Billion
Q4 2024 Jan 31, 2025	SELL	$94.43 - $105.47 $189,521 - $211,678	-2,007 Reduced 1.94%	101,621 $10.3 Billion
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $226,590 - $259,628	-2,673 Reduced 2.51%	103,628 $9.92 Billion

Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $121,027 - $142,391	1,526 Added 1.46%	106,301 $9.84 Billion
Q1 2024 Apr 18, 2024	BUY	$72.87 - $85.14 $173,066 - $202,207	2,375 Added 2.32%	104,775 $8.85 Billion
Q4 2023 Jan 11, 2024	SELL	$65.78 - $75.4 $29,008 - $33,251	-441 Reduced 0.43%	102,400 $7.69 Billion
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $6.76 Million - $7.75 Million	102,841 New	102,841 $7.72 Billion

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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