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BOK Financial Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

BOK Financial Private Wealth’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,532
Closed -$296K – 374
2022
Q2 		$296K Buy
+3,532
New +$322K 0.03% 153

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BOK Financial Private Wealth's ITOT Position: Q3 2022 in Review

BOK Financial Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 3,532 shares — an estimated $296K sold.

BOK Financial Private Wealth first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $296K in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • BOK Financial Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 3,532 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $296K.
  • BOK Financial Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • BOK Financial Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $296K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on BOK Financial Private Wealth's 13F filing for Q3 2022, filed 4 Nov 2022.