Oxford Financial Group LTD Ishares Russell 3000 ETF Transaction History

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 6,122 shares of IWV stock, worth $1.97 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,122
Previous 6,122 -0.0%
Holding current value
$1.97 Million
Previous $2 Million 2.3%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Aug 13, 2024
SELL
$283.16 - $309.9 $241,818 - $264,654
-854 Reduced 12.24%
6,122 $1.89 Million
Q3 2023

Nov 13, 2023
BUY
$243.9 - $263.56 $8,536 - $9,224
35 Added 0.5%
6,976 $1.71 Million
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $8,315 - $9,202
38 Added 0.55%
6,941 $1.63 Million
Q3 2022

Nov 02, 2022
BUY
$207.04 - $249.4 $1,656 - $1,995
8 Added 0.12%
6,903 $1.43 Million
Q2 2022

Aug 11, 2022
SELL
$210.65 - $265.31 $68,039 - $85,695
-323 Reduced 4.47%
6,895 $1.5 Million
Q4 2021

Feb 10, 2022
BUY
$254.66 - $279.11 $86,329 - $94,618
339 Added 4.93%
7,218 $2 Million
Q1 2021

May 10, 2021
BUY
$220.59 - $239.53 $153,971 - $167,191
698 Added 11.29%
6,879 $1.63 Million
Q2 2020

Aug 05, 2020
BUY
$141.33 - $188.81 $1,271 - $1,699
9 Added 0.15%
6,181 $1.11 Million
Q1 2020

May 12, 2020
BUY
$128.35 - $198.13 $54,548 - $84,205
425 Added 7.4%
6,172 $915,000
Q4 2019

Feb 10, 2020
BUY
$168.6 - $189.08 $968,944 - $1.09 Million
5,747 New
5,747 $1.08 Million

Others Institutions Holding IWV

# of Institutions
930
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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