A detailed history of Oxford Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,066 shares of IYY stock, worth $155,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,066
Previous 1,062 0.38%
Holding current value
$155,731
Previous $140,000 5.71%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$125.77 - $139.59 $503 - $558
4 Added 0.38%
1,066 $148,000
Q2 2024

Aug 13, 2024

BUY
$120.85 - $132.7 $241 - $265
2 Added 0.19%
1,062 $140,000
Q1 2024

May 13, 2024

BUY
$114.26 - $128.09 $342 - $384
3 Added 0.28%
1,060 $135,000
Q4 2023

Feb 14, 2024

BUY
$99.95 - $116.88 $799 - $935
8 Added 0.76%
1,057 $123,000
Q2 2023

Aug 10, 2023

BUY
$98.55 - $108.33 $295 - $324
3 Added 0.29%
1,049 $113,000
Q1 2023

May 12, 2023

BUY
$92.74 - $102.46 $370 - $409
4 Added 0.38%
1,046 $104,000
Q4 2022

Feb 14, 2023

BUY
$87.49 - $99.71 $349 - $398
4 Added 0.39%
1,042 $97,000
Q3 2022

Nov 02, 2022

BUY
$87.7 - $105.61 $91,032 - $109,623
1,038 New
1,038 $91,000

Others Institutions Holding IYY

About ISHARES TR


  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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