Investor BOK Financial Private Wealth, Inc.
13D/G Filings

This page shows a list of all the recent 13D/G filings made by BOK Financial Private Wealth, Inc. . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2016-02-03 13G/A QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 1,304,465
2016-02-03 13G/A EFV / iShares Trust - iShares MSCI EAFE Value ETF 1,304,465
2016-02-03 13G/A IFXAF / iShares Asia Trust - iShares FTSE A50 China Index ETF 1,304,465
2015-02-04 13G/A QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 1,202,761
2014-01-21 13G/A QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 878,515
2013-12-04 13G/A QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 766,026
2013-11-05 13G QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 429,208