Bok Financial Private Wealth, Inc. Ishares Tr Russell 1000 ETF Transaction History

Bok Financial Private Wealth, Inc.

$1.33 Billion
Q1 2025

A detailed history of Bok Financial Private Wealth, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 219,688 shares of IWB stock, worth $71.2 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares

219,688

Previous 224,477 2.13%

Holding current value

$71.2 Million

Previous $72.3 Million 6.82%

% of portfolio

5.08%

Previous 5.27%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$302.31 - $337.54 $1.45 Million - $1.62 Million	-4,789 Reduced 2.13%	219,688 $67.4 Million
Q4 2024 Feb 07, 2025	SELL	$311.11 - $335.64 $1.14 Million - $1.23 Million	-3,660 Reduced 1.6%	224,477 $72.3 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $1.06 Million - $1.17 Million	-3,734 Reduced 1.61%	228,137 $71.7 Million
Q2 2024 Aug 14, 2024	SELL	$272.21 - $298.72 $892,304 - $979,204	-3,278 Reduced 1.39%	231,871 $69 Million
Q1 2024 Apr 30, 2024	SELL	$257.46 - $288.1 $1.84 Million - $2.05 Million	-7,131 Reduced 2.94%	235,149 $67.7 Million
Q4 2023 Jan 30, 2024	SELL	$225.16 - $263.17 $3.29 Million - $3.85 Million	-14,614 Reduced 5.69%	242,280 $63.5 Million
Q3 2023 Oct 13, 2023	SELL	$234.05 - $252.17 $1.38 Million - $1.49 Million	-5,910 Reduced 2.25%	256,894 $60.3 Million
Q2 2023 Aug 08, 2023	SELL	$221.85 - $243.74 $1.62 Million - $1.78 Million	-7,285 Reduced 2.7%	262,804 $64.1 Million
Q1 2023 Apr 21, 2023	SELL	$208.78 - $230.55 $1.49 Million - $1.65 Million	-7,154 Reduced 2.58%	270,089 $60.8 Million
Q4 2022 Feb 02, 2023	BUY	$196.94 - $224.49 $25.9 Million - $29.6 Million	131,668 Added 90.45%	277,243 $58.4 Million
Q3 2022 Nov 07, 2022	SELL	$197.33 - $237.63 $11.1 Million - $13.3 Million	-56,110 Reduced 27.82%	145,575 $28.7 Million
Q3 2022 Nov 04, 2022	BUY	$197.33 - $237.63 $15.1 Million - $18.2 Million	76,505 Added 61.12%	201,685 $33.2 Million
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $729,939 - $919,369	3,631 Added 2.99%	125,180 $26 Million
Q1 2022 May 09, 2022	BUY	$230.48 - $266.11 $1.66 Million - $1.92 Million	7,218 Added 6.31%	121,549 $30.4 Million
Q4 2021 Feb 15, 2022	BUY	$241.33 - $266.02 $35,475 - $39,104	147 Added 0.13%	114,331 $30.2 Million
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $20.9 Million - $22.3 Million	-87,501 Reduced 43.38%	114,184 $0
Q3 2021 Nov 09, 2021	BUY	$239.32 - $255.42 $20.5 Million - $21.8 Million	85,533 Added 73.64%	201,685 $33.2 Million
Q2 2021 Aug 03, 2021	SELL	$226.48 - $242.11 $2.8 Million - $2.99 Million	-12,354 Reduced 9.61%	116,152 $28.1 Million
Q1 2021 May 12, 2021	SELL	$208.89 - $225.24 $579,669 - $625,041	-2,775 Reduced 2.11%	128,506 $28.8 Million
Q4 2020 Feb 01, 2021	SELL	$182.85 - $211.84 $1.24 Million - $1.44 Million	-6,792 Reduced 4.92%	131,281 $27.8 Million
Q3 2020 Nov 06, 2020	SELL	$172.79 - $199.44 $552,409 - $637,609	-3,197 Reduced 2.26%	138,073 $25.8 Million
Q2 2020 Aug 13, 2020	SELL	$135.3 - $179.75 $912,733 - $1.21 Million	-6,746 Reduced 4.56%	141,270 $24.3 Million
Q1 2020 May 07, 2020	SELL	$122.99 - $188.06 $6.1 Million - $9.32 Million	-49,574 Reduced 25.09%	148,016 $20.9 Million
Q4 2019 Feb 05, 2020	SELL	$159.7 - $178.97 $653,971 - $732,882	-4,095 Reduced 2.03%	197,590 $35.3 Million
Q3 2019 Nov 08, 2019	SELL	$163.68 - $167.08 $295,278 - $301,412	-1,804 Reduced 0.89%	201,685 $33.2 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-70,952 Reduced 25.85%	203,489 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-28,162 Reduced 9.31%	274,441 $43.2 Million
Q4 2018 Feb 13, 2019	BUY	N/A	66,362 Added 28.09%	302,603 $42 Million
Q3 2018 Oct 23, 2018	SELL	N/A	-12,324 Reduced 4.96%	236,241 $38.2 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-8,217 Reduced 3.2%	248,565 $37.8 Million
Q1 2018 May 09, 2018	SELL	N/A	-13,163 Reduced 4.88%	256,782 $37.7 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-5,293 Reduced 1.92%	269,945 $40.1 Million
Q3 2017 Nov 06, 2017	BUY	N/A	275,238	275,238 $38.5 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Bok Financial Private Wealth, Inc. Ishares Tr Russell 1000 ETF Transaction History