A detailed history of Oxford Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 79 shares of IYR stock, worth $6,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 752 89.49%
Holding current value
$6,910
Previous $68,000 89.71%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$85.32 - $92.22 $57,420 - $62,064
-673 Reduced 89.49%
79 $7,000
Q4 2023

Feb 14, 2024

BUY
$73.28 - $92.46 $5,789 - $7,304
79 Added 11.74%
752 $68,000
Q4 2022

Feb 14, 2023

SELL
$82.26 - $89.17 $52,646 - $57,068
-640 Reduced 48.74%
673 $56,000
Q3 2022

Nov 02, 2022

BUY
N/A
673 Added 105.16%
1,313 $107,000
Q1 2022

May 13, 2022

BUY
N/A
640 New
640 $69,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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