Bok Financial Private Wealth, Inc. Purchases in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
95
New
$105.2 - $141.69 $9.99K - $13.5K
95 $13K
PLD
Prologis, Inc.

Real Estate
120
New
$89.76 - $112.34 $10.8K - $13.5K
120 $12K
TRGP
Targa Resources Corp.

Energy
70
New
$157.32 - $205.72 $11K - $14.4K
70 $12K
IRM
Iron Mountain Inc

Real Estate
109
New
$76.93 - $105.25 $8.39K - $11.5K
109 $11K
DGRO
Ishares Core Dividend Growth E

ETFs
180
New
$55.22 - $63.94 $9.94K - $11.5K
180 $11K
EQIX
Equinix Inc

Real Estate
13
New
$740.07 - $914.43 $9.62K - $11.9K
13 $10K
BR
Broadridge Financial Solutions, Inc.

Technology
44
New
$217.22 - $246.25 $9.56K - $10.8K
44 $10K
AJG
Arthur J. Gallagher & Co.

Financial Services
31
New
$310.86 - $348.77 $9.64K - $10.8K
31 $9K
CMCSA
Comcast Corp

Communication Services
277
New
$32.84 - $36.72 $9.1K - $10.2K
277 $9K
DHS
Wisdomtree Tr U.S

ETFs
115
+ 10.78%
$87.71 - $98.37 $10.1K - $11.3K
1.18K $113K
JHMD
John Hancock ETF Tr Multifacto

ETFs
212
New
$31.34 - $38.59 $6.64K - $8.18K
212 $8K
NEE
Nextera Energy Inc

Utilities
132
+ 37.18%
$64.11 - $75.0 $8.46K - $9.9K
487 $33K
VDC
Vanguard Consumer Staples ETF

ETFs
39
New
$204.89 - $224.73 $7.99K - $8.76K
39 $8K
TXN
Texas Instruments Inc

Technology
33
+ 7.76%
N/A
458 $89K
VPU
Vanguard Utilities ETF

ETFs
44
New
$158.36 - $178.82 $6.97K - $7.87K
44 $7K
DGS
Wisdomtree Emerging Markets Sm

ETFs
121
New
$43.34 - $55.24 $5.24K - $6.68K
121 $6K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
143
New
$37.51 - $45.52 $5.36K - $6.51K
143 $6K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
104
New
$43.28 - $50.37 $4.5K - $5.24K
104 $5K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
42
New
$95.74 - $115.54 $4.02K - $4.85K
42 $4K
FVAL
Fidelity Covington Tr Value Fa

ETFs
72
New
$52.8 - $63.87 $3.8K - $4.6K
72 $4K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 1.08%
$108.87 - $133.04 $327 - $399
281 $37K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30
+ 0.67%
$45.12 - $46.23 $1.35K - $1.39K
4.52K $208K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
New
$180.84 - $240.32 $1.27K - $1.68K
7 $1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
156
+ 0.76%
$28.02 - $32.37 $4.37K - $5.05K
20.8K $660K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26
+ 0.77%
$22.4 - $23.8 $582 - $619
3.4K $80K
Brookfield Asset Managmt LTD
62
New
N/A
62 $0
Kenvue Inc
656
+ 238.55%
N/A
931 $0
Masterbrand Inc
660
New
N/A
660 $0
Ralliant Corp
119
New
N/A
119 $0
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
26
New
$26.69 - $33.44 $694 - $869
26 $0
EQR
Equity Residential

Real Estate
0
New
$61.82 - $71.72 $0 - $0
0 $0
Brookfield Renewable Corp
737
New
N/A
737 $0
Brookfield Infrastructure CO
469
New
N/A
469 $0
Fidelity Covington Trust
141
New
N/A
141 $0
Brookfield Corp
250
New
N/A
250 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
22
+ 0.47%
$68.13 - $74.77 $1.5K - $1.64K
4.71K $342K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.17K
+ 1055.38%
$87.84 - $1441.89 $629K - $10.3M
7.85K $707K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.06%
$483.48 - $539.8 $2.9K - $3.24K
9.85K $4.79M
Activity Summary
Buys All Purchases 89 New Holdings 46 Increased Positions 43 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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