Oxford Financial Group LTD Ishares Tr Core Aggressive All Transaction History

Oxford Financial Group LTD

  • $1.44 Billion
  • Q1 2024

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 8,632 shares of AOA stock, worth $656,722. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,632
Previous 8,222 4.99%
Holding current value
$656,722
Previous $567,000 11.82%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$57.35 - $62.69 $45,077 - $49,274
786 Added 7.59%
11,140 $665,000
Q3 2022

Nov 02, 2022
SELL
$56.66 - $64.54 $12,295 - $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
318
Shares Held
8.07M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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