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 $2.36 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

38,175

Previous 28,640 33.29%

Holding current value

$2.36 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

2,649

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Account

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