Oak Family Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Oak Family Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$32.02 - $36.26 $876,163 - $992,182	-27,363 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$34.86 - $39.14 $751,093 - $843,310	21,546 Added 370.4%	27,363 $997,000
Q3 2021 Nov 10, 2021	SELL	$38.55 - $39.48 $456,547 - $467,561	-11,843 Reduced 67.06%	5,817 $226,000
Q2 2021 Jul 29, 2021	SELL	$37.96 - $39.34 $148,917 - $154,330	-3,923 Reduced 18.18%	17,660 $695,000
Q1 2021 May 05, 2021	SELL	$37.15 - $38.46 $93,803 - $97,111	-2,525 Reduced 10.47%	21,583 $828,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $871,022 - $928,399	24,108 New	24,108 $928,000

1,101

188M

167K

797K

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Oak Family Advisors, LLC with notifications on news.