Oxford Financial Group LTD Ishares Tr Russell 1000 ETF Transaction History

Oxford Financial Group LTD

  • $1.51 Billion
  • Q2 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 36,258 shares of IWB stock, worth $11.3 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
36,258
Previous 36,018 0.67%
Holding current value
$11.3 Million
Previous $10.4 Million 3.99%
% of portfolio
0.71%
Previous 0.72%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$272.21 - $298.72 $65,330 - $71,692
240 Added 0.67%
36,258 $10.8 Million
Q1 2024

May 13, 2024
SELL
$257.46 - $288.1 $1.26 Million - $1.41 Million
-4,890 Reduced 11.95%
36,018 $10.4 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $99,295 - $116,057
-441 Reduced 1.07%
40,908 $10.7 Million
Q3 2023

Nov 13, 2023
SELL
$234.05 - $252.17 $146,983 - $158,362
-628 Reduced 1.5%
41,349 $9.71 Million
Q2 2023

Aug 10, 2023
SELL
$221.85 - $243.74 $208,982 - $229,603
-942 Reduced 2.19%
41,977 $10.2 Million
Q1 2023

May 12, 2023
BUY
$208.78 - $230.55 $3.44 Million - $3.8 Million
16,481 Added 62.34%
42,919 $9.67 Million
Q3 2022

Nov 02, 2022
SELL
$197.33 - $237.63 $27,626 - $33,268
-140 Reduced 0.53%
26,438 $5.22 Million
Q2 2022

Aug 11, 2022
BUY
$201.03 - $253.2 $1.95 Million - $2.45 Million
9,687 Added 57.35%
26,578 $5.52 Million
Q1 2022

May 13, 2022
SELL
$230.48 - $266.11 $639,121 - $737,923
-2,773 Reduced 14.1%
16,891 $4.22 Million
Q4 2021

Feb 10, 2022
SELL
$241.33 - $266.02 $3.19 Million - $3.51 Million
-13,203 Reduced 40.17%
19,664 $5.2 Million
Q3 2021

Nov 12, 2021
SELL
$239.32 - $255.42 $609,548 - $650,554
-2,547 Reduced 7.19%
32,867 $7.94 Million
Q2 2021

Aug 03, 2021
BUY
$226.48 - $242.11 $18,797 - $20,095
83 Added 0.23%
35,414 $8.57 Million
Q4 2020

Feb 10, 2021
BUY
$182.85 - $211.84 $365,334 - $423,256
1,998 Added 5.99%
35,331 $7.49 Million
Q3 2020

Nov 12, 2020
SELL
$172.79 - $199.44 $134,776 - $155,563
-780 Reduced 2.29%
33,333 $6.24 Million
Q2 2020

Aug 05, 2020
SELL
$135.3 - $179.75 $30,036 - $39,904
-222 Reduced 0.65%
34,113 $5.86 Million
Q4 2019

Feb 10, 2020
BUY
$159.7 - $178.97 $779,974 - $874,089
4,884 Added 16.58%
34,335 $6.13 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-153 Reduced 0.52%
29,451 $4.09 Million
Q3 2018

Oct 26, 2018
SELL
N/A
-465 Reduced 1.55%
29,604 $4.79 Million
Q2 2018

Aug 01, 2018
BUY
N/A
1,672 Added 5.89%
30,069 $4.57 Million
Q1 2018

May 03, 2018
SELL
N/A
-4,884 Reduced 14.68%
28,397 $4.17 Million
Q4 2017

Feb 01, 2018
BUY
N/A
1,632 Added 5.16%
33,281 $4.95 Million
Q3 2017

Oct 27, 2017
BUY
N/A
31,649
31,649 $4.43 Million

Others Institutions Holding IWB

# of Institutions
1,339
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Oxford Financial Group LTD Portfolio

Follow Oxford Financial Group LTD and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email