Bok Financial Private Wealth, Inc. Ishares Russell Mid Cap ETF Transaction History

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 7,057 shares of IWR stock, worth $597,233. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,057
Previous 1,563 351.5%
Holding current value
$597,233
Previous $137,000 354.74%
% of portfolio
0.05%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $479,351 - $524,786
5,494 Added 351.5%
7,057 $623,000
Q3 2024

Nov 12, 2024
SELL
$79.92 - $88.19 $9,510 - $10,494
-119 Reduced 7.07%
1,563 $137,000
Q1 2024

Apr 30, 2024
SELL
$75.37 - $84.09 $1,507 - $1,681
-20 Reduced 1.18%
1,682 $141,000
Q4 2023

Jan 30, 2024
SELL
$64.84 - $78.27 $19,905 - $24,028
-307 Reduced 15.28%
1,702 $132,000
Q3 2023

Oct 13, 2023
BUY
$68.54 - $75.91 $122,343 - $135,499
1,785 Added 796.88%
2,009 $139,000
Q3 2022

Nov 07, 2022
SELL
$62.15 - $74.82 $234,305 - $282,071
-3,770 Reduced 94.39%
224 $14,000
Q3 2022

Nov 04, 2022
BUY
$62.15 - $74.82 $234,305 - $282,071
3,770 Added 1683.04%
3,994 $223,000
Q2 2022

Aug 15, 2022
SELL
$62.75 - $78.76 $236,567 - $296,925
-3,770 Reduced 94.39%
224 $14,000
Q3 2021

Nov 09, 2021
BUY
$76.44 - $82.59 $305,301 - $329,864
3,994 New
3,994 $223,000
Q1 2020

May 07, 2020
SELL
$36.81 - $61.96 $165,166 - $278,014
-4,487 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$54.12 - $59.69 $26,681 - $29,427
493 Added 12.34%
4,487 $268,000
Q3 2019

Nov 08, 2019
BUY
$53.6 - $57.42 $214,078 - $229,335
3,994 New
3,994 $223,000

Others Institutions Holding IWR

# of Institutions
1,541
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email