Oxford Financial Group LTD Ishares Expanded Tech Software Transaction History

Oxford Financial Group LTD

$1.68 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$384.52 - $446.52 $144,195 - $167,445	-375 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$326.82 - $385.88 $122,557 - $144,705	375 New	375 $128,000

Others Institutions Holding IGV

# of Institutions

779

Shares Held

77.5M

Call Options Held

5.26M

Put Options Held

2.84M

Bank Of America Corp Charlotte, NC

7.89M
Shares

$865 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.18M
Shares

$458 Million
0.03% of portfolio
Two Sigma Investments, LP New York, NY

3.15M
Shares

$346 Million
0.68% of portfolio
Envestnet Asset Management Inc

3.15M
Shares

$345 Million
0.11% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.78M
Shares

$305 Million
2.56% of portfolio

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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