BOK Financial Private Wealth, Inc. IJR Holdings History
BOK Financial Private Wealth, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, BOK Financial Private Wealth, Inc. held 179,275.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $18.75 Mil. This investment constitutes 1.41% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2017Q1. And since then BOK Financial Private Wealth, Inc. has made 19 purchases of IJR, at an average price of $87.49, for a total of 425,261.00 shares. In addition, there have been 11 sales at an average price of $96.50 for 245,986.00 shares. Based on historical transaction data and IJR's current price of $112.82, BOK Financial Private Wealth, Inc.'s estimated gain on his IJR holdings is $6.76 Mil, reflecting a 18.16% gain to date.
BOK Financial Private Wealth, Inc. IJR ($112.82) Holding Chart
BOK Financial Private Wealth, Inc. IJR ($112.82) 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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