Oxford Financial Group LTD Ishares Tr Russell 1000 ETF Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 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 32,277 shares of IWB stock, worth $10 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

32,277

Previous 32,755 1.46%

Holding current value

$10 Million

Previous $10.3 Million 0.98%

% of portfolio

0.68%

Previous 0.65%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$311.11 - $335.64 $148,710 - $160,435	-478 Reduced 1.46%	32,277 $10.4 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $992,329 - $1.1 Million	-3,503 Reduced 9.66%	32,755 $10.3 Million
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

1,473

Shares Held

98.2M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

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Oxford Financial Group LTD Ishares Tr Russell 1000 ETF Transaction History