Number of Shares
219,688.00
Current Holdings Value*
$67.39 Mil
% of Portfolio
5.06%
Total Estimate Gain
$60.54 Mil
% of Total Estimate Gain
67.45%

BOK Financial Private Wealth, Inc.'s iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 219,688.00 shares of iShares Russell 1000 ETF(IWB), totaling $67.39 Mil. This investment constitutes 5.06% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0.18% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2013Q4. And since then BOK Financial Private Wealth, Inc. has made 7 purchases of IWB, at an average price of $131.38, for a total of 683,078.00 shares. In addition, there have been 30 sales at an average price of $162.28 for 463,390.00 shares. Based on historical transaction data and IWB's current price of $341.77, BOK Financial Private Wealth, Inc.'s estimated gain on his IWB holdings is $60.54 Mil, reflecting a 67.45% gain to date.

BOK Financial Private Wealth, Inc. IWB ($341.77) Holding Chart

BOK Financial Private Wealth, Inc. IWB ($341.77) 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 %

Top Ranked Articles

  • 1