A detailed history of Oxford Financial Group LTD transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,565 shares of IWO stock, worth $455,180. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,565
Previous 1,565 -0.0%
Holding current value
$455,180
Previous $410,000 8.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 13, 2024

BUY
$245.29 - $268.7 $29,189 - $31,975
119 Added 8.23%
1,565 $410,000
Q1 2024

May 13, 2024

SELL
$239.5 - $270.8 $1,676 - $1,895
-7 Reduced 0.48%
1,446 $391,000
Q4 2023

Feb 14, 2024

SELL
$204.07 - $257.57 $42,854 - $54,089
-210 Reduced 12.63%
1,453 $366,000
Q3 2023

Nov 13, 2023

BUY
$221.24 - $254.04 $46,460 - $53,348
210 Added 14.45%
1,663 $372,000
Q4 2021

Feb 10, 2022

SELL
$280.02 - $327.35 $270,219 - $315,892
-965 Reduced 39.91%
1,453 $426,000
Q3 2021

Nov 12, 2021

SELL
$284.4 - $314.06 $1,990 - $2,198
-7 Reduced 0.29%
2,418 $710,000
Q2 2020

Aug 05, 2020

SELL
$145.61 - $213.67 $1,019 - $1,495
-7 Reduced 0.29%
2,425 $502,000
Q4 2019

Feb 10, 2020

BUY
$186.63 - $216.19 $3,919 - $4,539
21 Added 0.87%
2,432 $521,000
Q3 2019

Nov 08, 2019

BUY
$189.94 - $205.08 $183,292 - $197,902
965 Added 66.74%
2,411 $465,000
Q1 2019

Apr 26, 2019

BUY
$164.26 - $202.05 $237,519 - $292,164
1,446 New
1,446 $284,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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.