Oxford Financial Group LTD Ishares Tr Transaction History

Oxford Financial Group LTD

$1.44 Billion
Q1 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 404 shares of ITA stock, worth $53,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares

404

Holding current value

$53,489

% of portfolio

0.0%

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

648

Shares Held

24.7M

Call Options Held

673K

Put Options Held

275K

Bank Of America Corp Charlotte, NC

9.12M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$261 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

874K
Shares

$116 Million
0.06% of portfolio
Global Assets Advisory, LLC Orlando, FL

844K
Shares

$112 Million
0.29% of portfolio
Ameriprise Financial Inc Minneapolis, MN

742K
Shares

$98.2 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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 Tr Transaction History