Oxford Financial Group LTD Ishares Tr Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 14,196 shares of IEFA stock, worth $1.11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,196

Previous 2,199 545.57%

Holding current value

$1.11 Million

Previous $171,000 483.04%

% of portfolio

0.06%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$70.06 - $77.43 $840,509 - $928,927	11,997 Added 545.57%	14,196 $997,000
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $8,520 - $9,795	-139 Reduced 5.95%	2,199 $154,000
Q2 2023 Aug 10, 2023	BUY	$66.03 - $69.1 $109,279 - $114,360	1,655 Added 242.31%	2,338 $157,000
Q1 2023 May 12, 2023	SELL	$62.17 - $67.7 $2.01 Million - $2.19 Million	-32,340 Reduced 97.93%	683 $45,000
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.69 Million - $2.05 Million	32,201 Added 3917.4%	33,023 $2.04 Million
Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $8,107 - $9,864	-140 Reduced 14.55%	822 $48,000
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $39,363 - $42,301	544 Added 130.14%	962 $72,000
Q2 2020 Aug 05, 2020	SELL	$47.43 - $60.75 $6,592 - $8,444	-139 Reduced 24.96%	418 $24,000
Q1 2020 May 12, 2020	BUY	$43.31 - $66.12 $24,123 - $36,828	557 New	557 $28,000

Others Institutions Holding IEFA

# of Institutions

2,161

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

Ticker IEFA
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Industry ETFs

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Oxford Financial Group LTD Ishares Tr Transaction History