Oxford Financial Group LTD Ishares Tr Core Aggressive All Transaction History

Oxford Financial Group LTD

$1.68 Billion
Q2 2025

A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Oxford Financial Group LTD holds 7,786 shares of AOA stock, worth $673,566. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,786

Previous 8,092 3.78%

Holding current value

$673,566

Previous $619,000 4.85%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$69.46 - $83.4 $21,254 - $25,520	-306 Reduced 3.78%	7,786 $649,000
Q1 2025 May 15, 2025	BUY	$75.7 - $80.01 $21,725 - $22,962	287 Added 3.68%	8,092 $619,000
Q4 2024 Feb 11, 2025	BUY	$76.61 - $79.88 $54,852 - $57,194	716 Added 10.1%	7,805 $597,000
Q3 2024 Nov 12, 2024	SELL	$72.11 - $79.05 $88,551 - $97,073	-1,228 Reduced 14.76%	7,089 $559,000
Q2 2024 Aug 13, 2024	SELL	$70.02 - $75.08 $22,056 - $23,650	-315 Reduced 3.65%	8,317 $621,000
Q1 2024 May 13, 2024	BUY	$67.75 - $73.5 $27,777 - $30,135	410 Added 4.99%	8,632 $634,000
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $49,133 - $55,839	806 Added 10.87%	8,222 $567,000
Q3 2023 Nov 13, 2023	SELL	$63.24 - $67.72 $16,821 - $18,013	-266 Reduced 3.46%	7,416 $470,000
Q2 2023 Aug 10, 2023	SELL	$63.04 - $66.51 $179,853 - $189,753	-2,853 Reduced 27.08%	7,682 $509,000
Q1 2023 May 12, 2023	SELL	$59.87 - $64.81 $36,221 - $39,210	-605 Reduced 5.43%	10,535 $669,000
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $43,285 - $49,274	786 Added 7.59%	11,140 $665,000
Q3 2022 Nov 02, 2022	SELL	$55.45 - $64.54 $12,032 - $14,005	-217 Reduced 2.05%	10,354 $574,000
Q2 2022 Aug 11, 2022	BUY	$58.69 - $69.52 $10,857 - $12,861	185 Added 1.78%	10,571 $633,000
Q1 2022 May 13, 2022	BUY	$65.0 - $73.15 $55,120 - $62,031	848 Added 8.89%	10,386 $716,000
Q4 2021 Feb 10, 2022	BUY	$69.49 - $73.61 $43,987 - $46,595	633 Added 7.11%	9,538 $695,000
Q3 2021 Nov 12, 2021	BUY	$69.28 - $72.77 $415 - $436	6 Added 0.07%	8,905 $622,000
Q2 2021 Aug 03, 2021	BUY	$67.52 - $70.92 $77,850 - $81,770	1,153 Added 14.89%	8,899 $629,000
Q1 2021 May 10, 2021	BUY	$63.86 - $67.38 $143,748 - $151,672	2,251 Added 40.96%	7,746 $518,000
Q4 2020 Feb 10, 2021	BUY	$56.73 - $64.27 $151,582 - $171,729	2,672 Added 94.65%	5,495 $353,000
Q3 2020 Nov 12, 2020	BUY	$55.0 - $60.45 $50,820 - $55,855	924 Added 48.66%	2,823 $164,000
Q2 2020 Aug 05, 2020	SELL	$46.01 - $56.68 $920 - $1,133	-20 Reduced 1.04%	1,899 $104,000
Q1 2020 May 12, 2020	BUY	$42.55 - $59.41 $81,653 - $114,007	1,919 New	1,919 $91,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

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Oxford Financial Group LTD Ishares Tr Core Aggressive All Transaction History