Bok Financial Private Wealth, Inc. Sells in Q1 2025

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.79K
- 2.13%
$302.31 - $337.54 $1.45M - $1.62M
220K $67.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22.1K
- 10.99%
$102.49 - $119.96 $2.27M - $2.66M
179K $18.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.92K
- 1.62%
$554.06 - $615.85 $1.06M - $1.18M
117K $65.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.7K
- 3.38%
$92.45 - $106.69 $1.08M - $1.25M
335K $31.1M
AAPL
Apple Inc.

Technology
-5.49K
- 7.63%
$209.68 - $247.1 $1.15M - $1.36M
66.4K $14.8M
AVGO
Broadcom Inc.

Technology
-3.44K
- 9.53%
$167.43 - $244.7 $576K - $843K
32.7K $5.47M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.91K
- 4.41%
$168.16 - $186.21 $1.16M - $1.29M
150K $25.6M
MSFT
Microsoft Corp

Technology
-2.42K
- 13.63%
$375.39 - $447.2 $909K - $1.08M
15.4K $5.76M
XYL
Xylem Inc.

Industrials
-11.4K
- 44.05%
$114.02 - $132.04 $1.3M - $1.51M
14.5K $1.73M
ITT
Itt Inc.

Industrials
-7.74K
- 39.45%
$128.71 - $153.88 $996K - $1.19M
11.9K $1.53M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.1K
- 31.75%
$71.17 - $73.66 $930K - $963K
28.1K $2.06M
MNST
Monster Beverage Corp

Consumer Defensive
-15.5K
- 73.34%
$46.16 - $58.58 $715K - $907K
5.63K $329K
IQV
Iqvia Holdings Inc.

Healthcare
-3.52K
- 53.17%
$176.3 - $209.96 $620K - $739K
3.1K $546K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.24K
- 19.92%
$95.85 - $99.25 $790K - $818K
33.1K $3.28M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-12.7K
- 12.69%
$50.44 - $50.7 $643K - $646K
87.7K $4.45M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.97K
- 45.16%
$85.55 - $94.34 $596K - $657K
8.46K $766K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.9K
- 2.81%
$185.78 - $198.58 $539K - $576K
100K $19.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$663000.0 - $801950.0 $663K - $802K
1 $798K
NVO
Novo Nordisk A S

Healthcare
-4.55K
- 37.74%
$69.3 - $90.95 $315K - $414K
7.5K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.14K
- 30.61%
$279.74 - $321.29 $598K - $687K
4.85K $1.51M
FTV
Fortive Corp

Technology
-6.39K
- 69.76%
$71.82 - $82.98 $459K - $530K
2.77K $202K
IWM
Ishares Russell 2000 ETF

ETFs
-686
- 4.33%
$198.1 - $229.79 $136K - $158K
15.2K $3.02M
PANW
Palo Alto Networks Inc

Technology
-1.13K
- 4.84%
$167.82 - $208.28 $190K - $236K
22.3K $3.8M
VIG
Vanguard Dividend Appreciation

ETFs
-2.42K
- 35.19%
N/A
4.45K $811K
PEP
Pepsico Inc

Consumer Defensive
-2.61K
- 13.86%
$142.64 - $156.42 $372K - $407K
16.2K $2.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.11K
- 14.72%
$169.43 - $182.84 $357K - $385K
12.2K $2.11M
MA
Mastercard Inc

Financial Services
-1.11K
- 10.86%
$504.67 - $576.31 $560K - $639K
9.11K $4.99M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.75K
- 27.41%
$194.65 - $222.86 $341K - $391K
4.64K $971K
ACN
Accenture PLC

Technology
-123
- 1.49%
$300.91 - $398.25 $37K - $49K
8.13K $2.54M
CRM
Salesforce, Inc.

Technology
-131
- 2.66%
$268.36 - $359.95 $35.2K - $47.2K
4.79K $1.29M
NOW
Service Now, Inc.

Technology
-53
- 4.54%
$783.83 - $1170.39 $41.5K - $62K
1.11K $886K
INTU
Intuit Inc

Technology
-350
- 5.03%
$555.63 - $630.23 $194K - $221K
6.61K $4.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-373
- 7.19%
$497.6 - $606.74 $186K - $226K
4.82K $2.4M
APH
Amphenol Corp

Technology
-1.38K
- 2.54%
$61.62 - $78.55 $84.8K - $108K
52.9K $3.47M
ADP
Automatic Data Processing Inc

Industrials
-1.01K
- 50.2%
$286.85 - $318.64 $289K - $321K
1K $305K
VMC
Vulcan Materials CO

Basic Materials
-1K
- 50.05%
$220.9 - $277.54 $221K - $278K
1K $233K
TMUS
T Mobile Us, Inc.

Communication Services
-2.57K
- 29.02%
$211.3 - $272.83 $543K - $702K
6.29K $1.68M
CRK
Comstock Resources Inc

Energy
-16.4K
- 54.28%
$16.92 - $21.52 $278K - $354K
13.9K $281K
LOW
Lowes Companies Inc

Consumer Cyclical
-579
- 6.1%
$222.66 - $268.42 $129K - $155K
8.91K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
-585
- 32.63%
$347.25 - $424.87 $203K - $249K
1.21K $442K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.99K
- 94.9%
$37.9 - $43.9 $227K - $263K
322 $12K
JNJ
Johnson & Johnson

Healthcare
-3.01K
- 25.66%
$142.06 - $167.7 $427K - $504K
8.71K $1.44M
EMR
Emerson Electric CO

Industrials
-477
- 3.65%
$108.64 - $131.17 $51.8K - $62.6K
12.6K $1.38M
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 21.5%
$83.01 - $101.02 $139K - $169K
6.1K $547K
BDX
Becton Dickinson & CO

Healthcare
-981
- 46.58%
$222.79 - $249.08 $219K - $244K
1.13K $257K
MSI
Motorola Solutions, Inc.

Technology
-331
- 11.47%
$411.73 - $482.1 $136K - $160K
2.56K $1.12M
MS
Morgan Stanley

Financial Services
-344
- 1.82%
$111.68 - $141.08 $38.4K - $48.5K
18.5K $2.16M
DIS
Walt Disney CO

Communication Services
-555
- 4.79%
$96.87 - $114.0 $53.8K - $63.3K
11K $1.09M
WMT
Walmart Inc.

Consumer Defensive
-1.55K
- 6.12%
$84.5 - $105.05 $131K - $162K
23.7K $2.08M
Activity Summary
Buys All Purchases 148 New Holdings 52 Increased Positions 96 Sells All Sells 201 Reductions 199 Sold out 2 Options Calls 0 Puts 0
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