Oxford Financial Group LTD Ishares Tr Russell 200 ETF Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 5,697 shares of IWL stock, worth $831,762. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,697
Previous 17,056
66.6%
Holding current value
$831,762
Previous $2.28 Million
64.97%
% of portfolio
0.05%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$148 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.1 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.1 Million3.28% of portfolio