Oxford Financial Group LTD Ishares Core S&P Total U.S. St 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 Total U.S. St stock. As of the latest transaction made, Oxford Financial Group LTD holds 27,372 shares of ITOT stock, worth $3.44 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

27,372

Previous 21,712 26.07%

Holding current value

$3.44 Million

Previous $2.73 Million 29.08%

% of portfolio

0.23%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$124.26 - $134.12 $703,311 - $759,119	5,660 Added 26.07%	27,372 $3.52 Million
Q3 2024 Nov 12, 2024	SELL	$113.41 - $125.62 $1,927 - $2,135	-17 Reduced 0.08%	21,712 $2.73 Million
Q2 2024 Aug 13, 2024	BUY	$108.78 - $119.23 $367,893 - $403,235	3,382 Added 18.43%	21,729 $2.58 Million
Q3 2021 Nov 12, 2021	BUY	$97.33 - $103.96 $2,627 - $2,806	27 Added 0.15%	18,347 $1.81 Million
Q3 2017 Oct 27, 2017	BUY	$57.1 - $57.63 $1.05 Million - $1.06 Million	18,320	18,320 $1.06 Million

Others Institutions Holding ITOT

# of Institutions

1,542

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Oxford Financial Group LTD Ishares Core S&P Total U.S. St Transaction History