Bok Financial Private Wealth, Inc. Sells in Q2 2025

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
-407
- 8.77%
$200.21 - $256.99 $81.5K - $105K
4.24K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-605
- 3.99%
$174.82 - $215.79 $106K - $131K
14.6K $3.14M
VGT
Vanguard Information Technolog

ETFs
-8
- 0.76%
$470.37 - $663.28 $3.76K - $5.31K
1.04K $689K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-30
- 0.02%
$36.25 - $42.28 $1.09K - $1.27K
133K $5.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.05K
- 1.02%
$19.6 - $24.44 $20.7K - $25.8K
102K $2.49M
JPM
Jpmorgan Chase & CO

Financial Services
-2.31K
- 10.96%
$210.28 - $289.91 $486K - $670K
18.8K $5.45M
GOOGL
Alphabet Inc.

Communication Services
-3.1K
- 8.14%
$144.7 - $178.6 $448K - $553K
34.9K $6.16M
MS
Morgan Stanley

Financial Services
-1.13K
- 6.09%
$99.83 - $140.86 $113K - $159K
17.4K $2.45M
PANW
Palo Alto Networks Inc

Technology
-2.22K
- 9.98%
$152.44 - $204.64 $339K - $455K
20K $4.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-101
- 1.33%
$496.48 - $617.85 $50.1K - $62.4K
7.49K $4.63M
NVDA
Nvidia Corp

Technology
-1.08K
- 8.62%
$94.31 - $157.99 $102K - $170K
11.4K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.18K
- 8.01%
$167.32 - $223.3 $531K - $709K
36.5K $8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.31K
- 1.85%
$90.56 - $109.49 $300K - $363K
176K $19.2M
VTI
Vanguard Total Stock Market Et

ETFs
-119
- 0.63%
$243.75 - $303.93 $29K - $36.2K
18.6K $5.67M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-779
- 0.79%
$72.96 - $90.39 $56.8K - $70.4K
97.4K $8.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-70.4K
- 5.12%
$51.16 - $62.02 $3.6M - $4.37M
1.31M $81M
INTU
Intuit Inc

Technology
-583
- 8.81%
$544.07 - $787.63 $317K - $459K
6.03K $4.75M
APH
Amphenol Corp

Technology
-5.83K
- 11.03%
$59.09 - $98.75 $345K - $576K
47.1K $4.65M
MSFT
Microsoft Corp

Technology
-724
- 4.72%
$354.56 - $497.45 $257K - $360K
14.6K $7.28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.04K
- 0.69%
$152.42 - $182.82 $158K - $190K
149K $27.2M
VO
Vanguard Mid Cap ETF

ETFs
-4.99K
- 3.22%
$228.54 - $279.83 $1.14M - $1.4M
150K $41.9M
AVGO
Broadcom Inc.

Technology
-4.77K
- 14.6%
$146.29 - $275.65 $698K - $1.32M
27.9K $7.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-11.4K
- 5.17%
$272.36 - $339.57 $3.09M - $3.85M
208K $70.7M
IEFA
Ishares Tr

ETFs
-15K
- 2.52%
$67.83 - $84.09 $1.02M - $1.26M
579K $48.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.71K
- 4.04%
$498.8 - $620.9 $2.35M - $2.92M
112K $69.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-13K
- 3.87%
$82.96 - $110.1 $1.08M - $1.43M
322K $35.5M
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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