A detailed history of Oxford Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 388 shares of IEFA stock, worth $34,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
388
Previous 8,038 95.17%
Holding current value
$34,435
Previous $671,000 95.08%
% of portfolio
0.0%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$81.7 - $87.53 $625,005 - $669,604
-7,650 Reduced 95.17%
388 $33,000
Q2 2025

Aug 14, 2025

SELL
$67.83 - $84.09 $80,853 - $100,235
-1,192 Reduced 12.91%
8,038 $671,000
Q1 2025

May 15, 2025

SELL
$69.57 - $78.65 $345,484 - $390,575
-4,966 Reduced 34.98%
9,230 $698,000
Q4 2024

Feb 11, 2025

BUY
$70.06 - $77.43 $840,509 - $928,927
11,997 Added 545.57%
14,196 $997,000
Q4 2023

Feb 14, 2024

SELL
$61.3 - $70.47 $8,520 - $9,795
-139 Reduced 5.95%
2,199 $154,000
Q2 2023

Aug 10, 2023

BUY
$66.03 - $69.1 $109,279 - $114,360
1,655 Added 242.31%
2,338 $157,000
Q1 2023

May 12, 2023

SELL
$62.17 - $67.7 $2.01 Million - $2.19 Million
-32,340 Reduced 97.93%
683 $45,000
Q4 2022

Feb 14, 2023

BUY
$52.35 - $63.65 $1.69 Million - $2.05 Million
32,201 Added 3917.4%
33,023 $2.04 Million
Q2 2022

Aug 11, 2022

SELL
$57.91 - $70.46 $8,107 - $9,864
-140 Reduced 14.55%
822 $48,000
Q4 2021

Feb 10, 2022

BUY
$72.36 - $77.76 $39,363 - $42,301
544 Added 130.14%
962 $72,000
Q2 2020

Aug 05, 2020

SELL
$47.43 - $60.75 $6,592 - $8,444
-139 Reduced 24.96%
418 $24,000
Q1 2020

May 12, 2020

BUY
$43.31 - $66.12 $24,123 - $36,828
557 New
557 $28,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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