BOK Financial Private Wealth, Inc. IVV Holdings History
BOK Financial Private Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BOK Financial Private Wealth, Inc. held 116,582.00 shares of iShares Core S&P 500 ETF(IVV), totaling $65.51 Mil. This investment constitutes 4.92% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then BOK Financial Private Wealth, Inc. has made 3 purchases of IVV, at an average price of $211.43, for a total of 600,779.00 shares. In addition, there have been 34 sales at an average price of $293.14 for 484,197.00 shares. Based on historical transaction data and IVV's current price of $626.44, BOK Financial Private Wealth, Inc.'s estimated gain on his IVV holdings is $87.95 Mil, reflecting a 69.24% gain to date.
BOK Financial Private Wealth, Inc. IVV ($626.44) Holding Chart
BOK Financial Private Wealth, Inc. IVV ($626.44) 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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