A detailed history of Bok Financial Private Wealth, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 3,329 shares of IWD stock, worth $617,629. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,329
Previous 3,329 -0.0%
Holding current value
$617,629
Previous $580,000 8.79%
% of portfolio
0.05%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

SELL
$143.69 - $165.7 $13,506 - $15,575
-94 Reduced 2.75%
3,329 $550,000
Q3 2023

Oct 13, 2023

SELL
$151.73 - $163.56 $55,229 - $59,535
-364 Reduced 9.61%
3,423 $519,000
Q1 2023

Apr 21, 2023

SELL
$145.2 - $161.56 $1,161 - $1,292
-8 Reduced 0.21%
3,787 $576,000
Q4 2022

Feb 02, 2023

SELL
$136.78 - $158.99 $196,963 - $228,945
-1,440 Reduced 27.51%
3,795 $575,000
Q3 2022

Nov 07, 2022

BUY
$135.99 - $161.15 $70,170 - $83,153
516 Added 10.93%
5,235 $712,000
Q3 2022

Nov 04, 2022

BUY
$135.99 - $161.15 $90,161 - $106,842
663 Added 16.35%
4,719 $605,000
Q2 2022

Aug 15, 2022

SELL
$140.99 - $168.41 $16,918 - $20,209
-120 Reduced 2.87%
4,056 $588,000
Q1 2022

May 09, 2022

SELL
$157.15 - $170.51 $15,086 - $16,368
-96 Reduced 2.25%
4,176 $693,000
Q4 2021

Feb 15, 2022

BUY
$157.12 - $168.08 $61,119 - $65,383
389 Added 10.02%
4,272 $717,000
Q3 2021

Nov 15, 2021

SELL
$154.62 - $164.07 $129,262 - $137,162
-836 Reduced 17.72%
3,883 $0
Q3 2021

Nov 09, 2021

BUY
$154.62 - $164.07 $129,262 - $137,162
836 Added 21.53%
4,719 $605,000
Q2 2021

Aug 03, 2021

SELL
$152.86 - $162.4 $39,437 - $41,899
-258 Reduced 6.23%
3,883 $616,000
Q1 2021

May 12, 2021

SELL
$134.89 - $153.0 $25,629 - $29,070
-190 Reduced 4.39%
4,141 $628,000
Q4 2020

Feb 01, 2021

BUY
$115.84 - $136.73 $22,009 - $25,978
190 Added 4.59%
4,331 $592,000
Q3 2020

Nov 06, 2020

SELL
$111.27 - $124.26 $45,286 - $50,573
-407 Reduced 8.95%
4,141 $489,000
Q2 2020

Aug 13, 2020

SELL
$94.52 - $125.14 $311,726 - $412,711
-3,298 Reduced 42.03%
4,548 $512,000
Q1 2020

May 07, 2020

SELL
$85.17 - $138.52 $366,231 - $595,636
-4,300 Reduced 35.4%
7,846 $778,000
Q4 2019

Feb 05, 2020

BUY
$123.85 - $136.67 $919,833 - $1.02 Million
7,427 Added 157.39%
12,146 $1.66 Million
Q3 2019

Nov 08, 2019

BUY
$127.92 - $130.25 $95,812 - $97,557
749 Added 18.87%
4,719 $605,000
Q2 2019

Aug 01, 2019

SELL
N/A
-194 Reduced 4.66%
3,970 $0
Q1 2019

Apr 30, 2019

SELL
N/A
-1,096 Reduced 20.84%
4,164 $514,000
Q4 2018

Feb 13, 2019

SELL
N/A
-3,203 Reduced 37.85%
5,260 $584,000
Q3 2018

Oct 23, 2018

SELL
N/A
-17 Reduced 0.2%
8,463 $1.07 Million
Q2 2018

Aug 08, 2018

SELL
N/A
-814 Reduced 8.76%
8,480 $1.03 Million
Q1 2018

May 09, 2018

SELL
N/A
-557 Reduced 5.65%
9,294 $1.12 Million
Q4 2017

Feb 05, 2018

BUY
N/A
4,808 Added 95.34%
9,851 $1.23 Million
Q3 2017

Nov 06, 2017

BUY
N/A
5,043
5,043 $598,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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