Oxford Financial Group LTD Ishares Core S&P Mid Cap ETF Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 38,175 shares of IJH stock, worth $2.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

38,175

Previous 28,640 33.29%

Holding current value

$2.25 Million

Previous $1.78 Million 33.3%

% of portfolio

0.15%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$61.68 - $67.87 $588,118 - $647,140	9,535 Added 33.29%	38,175 $2.38 Million
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $224,694 - $245,588	3,920 Added 15.86%	28,640 $1.78 Million
Q2 2024 Aug 13, 2024	BUY	$56.43 - $60.79 $40,065 - $43,160	710 Added 2.96%	24,720 $1.45 Million
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $1.09 Million - $5.43 Million	19,071 Added 386.13%	24,010 $1.46 Million
Q4 2023 Feb 14, 2024	SELL	$232.04 - $279.85 $120,196 - $144,962	-518 Reduced 9.49%	4,939 $1.37 Million
Q3 2023 Nov 13, 2023	SELL	$246.15 - $272.4 $378,086 - $418,406	-1,536 Reduced 21.96%	5,457 $1.36 Million
Q2 2023 Aug 10, 2023	BUY	$240.22 - $261.48 $408,854 - $445,038	1,702 Added 32.17%	6,993 $1.83 Million
Q1 2023 May 12, 2023	SELL	$237.25 - $271.72 $7,829 - $8,966	-33 Reduced 0.62%	5,291 $1.32 Million
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $99,233 - $570,026	2,218 Added 71.41%	5,324 $1.29 Million
Q3 2022 Nov 02, 2022	SELL	$43.85 - $263.28 $40,385 - $242,480	-921 Reduced 22.87%	3,106 $681,000
Q4 2021 Feb 10, 2022	BUY	$265.81 - $290.54 $307,276 - $335,864	1,156 Added 40.26%	4,027 $1.14 Million
Q3 2021 Nov 12, 2021	SELL	$256.44 - $277.04 $137,964 - $149,047	-538 Reduced 15.78%	2,871 $755,000
Q2 2021 Aug 03, 2021	SELL	$260.21 - $276.38 $10,408 - $11,055	-40 Reduced 1.16%	3,409 $916,000
Q1 2021 May 10, 2021	BUY	$226.3 - $267.93 $34,850 - $41,261	154 Added 4.67%	3,449 $898,000
Q4 2020 Feb 10, 2021	SELL	$187.77 - $230.69 $147,399 - $181,091	-785 Reduced 19.24%	3,295 $757,000
Q3 2020 Nov 12, 2020	SELL	$174.43 - $196.49 $82,330 - $92,743	-472 Reduced 10.37%	4,080 $756,000
Q4 2019 Feb 10, 2020	BUY	$185.78 - $206.16 $3,901 - $4,329	21 Added 0.46%	4,552 $937,000
Q1 2019 Apr 26, 2019	BUY	$162.83 - $193.4 $219,820 - $261,090	1,350 Added 42.44%	4,531 $858,000
Q3 2018 Oct 26, 2018	SELL	$194.86 - $204.98 $78,138 - $82,196	-401 Reduced 11.19%	3,181 $640,000
Q1 2018 May 03, 2018	BUY	$179.89 - $199.21 $78,252 - $86,656	435 Added 13.82%	3,582 $672,000
Q4 2017 Feb 01, 2018	BUY	$180.58 - $190.73 $257,326 - $271,790	1,425 Added 82.75%	3,147 $597,000
Q3 2017 Oct 27, 2017	BUY	$176.74 - $178.9 $304,346 - $308,065	1,722	1,722 $308,000

Others Institutions Holding IJH

# of Institutions

2,653

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Oxford Financial Group LTD Ishares Core S&P Mid Cap ETF Transaction History