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 1,563 shares of IWR stock, worth $142,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,563
Previous 1,682 7.07%
Holding current value
$142,764
Previous $136,000 0.74%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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