IVV ISHARES TR S&P 500 INDEX

Ownership history in BOKF, NA  ·  66 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in ISHARES TR S&P 500 INDEX (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.81% (2016 Q2)
Avg. % of fund
1.02%
First filed
2009 Q2
Last filed
2025 Q4
Quarters held
66
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 130,151 -126 -0.1% 1.36% $89.1M $683.12
2025 Q3 ADDED 130,277 +764 +0.6% 1.31% $87.2M $665.17
2025 Q2 ADDED 129,513 +3,969 +3.2% 1.30% $80.4M $615.21
2025 Q1 ADDED 125,544 +2,382 +1.9% 1.25% $70.5M $555.02
2024 Q4 ADDED 123,162 +2,200 +1.8% 1.21% $71.8M $579.67
2024 Q3 ADDED 120,962 +3,538 +3.0% 1.22% $69.0M $566.00
2024 Q2 ADDED 117,424 +6,339 +5.7% 1.15% $64.3M $534.89
2024 Q1 REDUCED 111,085 -1,162 -1.0% 1.06% $58.3M $512.33
2023 Q4 ADDED 112,247 +1,194 +1.1% 1.05% $53.6M $463.98
2023 Q3 REDUCED 111,053 -1,388 -1.2% 1.03% $46.6M $415.48
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% of Fund (quarterly)    IVV price (monthly, adj. close)
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