Number of Shares
1.38 Mil
Current Holdings Value*
$80.27 Mil
% of Portfolio
6.03%
Total Estimate Gain
$31.72 Mil
% of Total Estimate Gain
26.62%

BOK Financial Private Wealth, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 1.38 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $80.27 Mil. This investment constitutes 6.03% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.09% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2017Q1. And since then BOK Financial Private Wealth, Inc. has made 17 purchases of IJH, at an average price of $40.97, for a total of 2.91 Mil shares. In addition, there have been 12 sales at an average price of $42.25 for 1.53 Mil shares. Based on historical transaction data and IJH's current price of $62.60, BOK Financial Private Wealth, Inc.'s estimated gain on his IJH holdings is $31.72 Mil, reflecting a 26.62% gain to date.

BOK Financial Private Wealth, Inc. IJH ($62.60) Holding Chart

BOK Financial Private Wealth, Inc. IJH ($62.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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