Oxford Financial Group LTD Ishares Tr Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$119.3 - $131.93 $48,197 - $53,299	404 New	404 $53,000
Q1 2023 May 12, 2023	BUY	$108.43 - $117.74 $32,745 - $35,557	302 New	302 $34,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$621 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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.