Bok Financial Private Wealth, Inc. Ishares S&P Midcap 400 Value E Transaction History

Bok Financial Private Wealth, Inc.

$1.37 Billion
Q4 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 813 shares of IJJ stock, worth $103,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares

813

Previous 813 -0.0%

Holding current value

$103,795

Previous $100,000 1.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$93.05 - $115.17 $22,983 - $28,446	-247 Reduced 23.3%	813 $92,000
Q4 2022 Feb 02, 2023	SELL	$91.7 - $106.74 $39,981 - $46,538	-436 Reduced 29.14%	1,060 $106,000
Q3 2022 Nov 07, 2022	BUY	$90.0 - $107.68 $134,640 - $161,089	1,496 New	1,496 $135,000
Q2 2022 Aug 15, 2022	BUY	$91.51 - $110.2 $158,220 - $190,535	1,729 New	1,729 $163,000
Q1 2021 May 12, 2021	SELL	$84.81 - $105.35 $196,844 - $244,517	-2,321 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$68.27 - $86.35 $158,454 - $200,418	2,321 New	2,321 $200,000
Q2 2020 Aug 13, 2020	SELL	$50.55 - $75.5 $103,475 - $154,548	-2,047 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$46.62 - $86.52 $55,617 - $103,218	-1,193 Reduced 36.82%	2,047 $225,000
Q4 2019 Feb 05, 2020	BUY	$76.36 - $85.59 $247,406 - $277,311	3,240 New	3,240 $553,000

Others Institutions Holding IJJ

# of Institutions

851

Shares Held

42M

Call Options Held

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

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Bok Financial Private Wealth, Inc. Ishares S&P Midcap 400 Value E Transaction History