Oxford Financial Group LTD Ishares Core S&P 500 ETF Transaction History

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 93,533 shares of IVV stock, worth $56.4 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
93,533
Previous 96,983 3.56%
Holding current value
$56.4 Million
Previous $55.9 Million 1.57%
% of portfolio
3.58%
Previous 3.55%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$570.51 - $610.59 $1.97 Million - $2.11 Million
-3,450 Reduced 3.56%
93,533 $55.1 Million
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $449,435 - $498,372
-864 Reduced 0.88%
96,983 $55.9 Million
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $1.24 Million - $1.37 Million
-2,484 Reduced 2.48%
97,847 $53.5 Million
Q1 2024

May 13, 2024
SELL
$469.56 - $525.73 $1.96 Million - $2.19 Million
-4,175 Reduced 3.99%
100,331 $52.7 Million
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $756,204 - $878,007
1,833 Added 1.79%
104,506 $49.9 Million
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $68,869 - $74,088
-161 Reduced 0.16%
102,673 $44.1 Million
Q2 2023

Aug 10, 2023
BUY
$406.17 - $445.71 $43,460 - $47,690
107 Added 0.1%
102,834 $45.8 Million
Q1 2023

May 12, 2023
BUY
$381.13 - $418.66 $225,628 - $247,846
592 Added 0.58%
102,727 $42.2 Million
Q4 2022

Feb 14, 2023
BUY
$357.98 - $409.32 $6.48 Million - $7.41 Million
18,092 Added 21.53%
102,135 $39.2 Million
Q3 2022

Nov 02, 2022
BUY
$358.65 - $432.04 $481,666 - $580,229
1,343 Added 1.62%
84,043 $30.1 Million
Q2 2022

Aug 11, 2022
SELL
$366.99 - $458.8 $20,918 - $26,151
-57 Reduced 0.07%
82,700 $31.4 Million
Q1 2022

May 13, 2022
SELL
$418.06 - $479.84 $737,039 - $845,957
-1,763 Reduced 2.09%
82,757 $37.5 Million
Q4 2021

Feb 10, 2022
SELL
$430.29 - $479.53 $365,316 - $407,120
-849 Reduced 0.99%
84,520 $40.3 Million
Q3 2021

Nov 12, 2021
BUY
$426.8 - $455.27 $1.62 Million - $1.73 Million
3,803 Added 4.66%
85,369 $36.8 Million
Q2 2021

Aug 03, 2021
BUY
$402.08 - $429.92 $174,502 - $186,585
434 Added 0.53%
81,566 $35.1 Million
Q1 2021

May 10, 2021
SELL
$370.22 - $398.75 $397,616 - $428,257
-1,074 Reduced 1.31%
81,132 $32.3 Million
Q4 2020

Feb 10, 2021
SELL
$327.62 - $375.39 $1.34 Million - $1.54 Million
-4,102 Reduced 4.75%
82,206 $30.9 Million
Q3 2020

Nov 12, 2020
SELL
$311.81 - $359.24 $1.92 Million - $2.22 Million
-6,172 Reduced 6.67%
86,308 $29 Million
Q2 2020

Aug 05, 2020
SELL
$246.8 - $324.4 $17,029 - $22,383
-69 Reduced 0.07%
92,480 $28.6 Million
Q1 2020

May 12, 2020
BUY
$224.65 - $339.88 $33,697 - $50,982
150 Added 0.16%
92,549 $23.9 Million
Q4 2019

Feb 10, 2020
BUY
$289.63 - $324.32 $705,249 - $789,719
2,435 Added 2.71%
92,399 $29.9 Million
Q3 2019

Nov 08, 2019
BUY
$285.57 - $303.77 $2.36 Million - $2.51 Million
8,271 Added 10.12%
89,964 $26.9 Million
Q2 2019

Jul 30, 2019
BUY
$276.38 - $296.02 $372,836 - $399,330
1,349 Added 1.68%
81,693 $24.1 Million
Q1 2019

Apr 26, 2019
BUY
$245.43 - $286.57 $1.3 Million - $1.52 Million
5,312 Added 7.08%
80,344 $22.9 Million
Q4 2018

Jan 25, 2019
SELL
$236.09 - $293.95 $199,732 - $248,681
-846 Reduced 1.11%
75,032 $18.9 Million
Q3 2018

Oct 26, 2018
BUY
$272.73 - $295.76 $335,185 - $363,489
1,229 Added 1.65%
75,878 $22.2 Million
Q2 2018

Aug 01, 2018
BUY
$259.21 - $280.89 $1.59 Million - $1.72 Million
6,115 Added 8.92%
74,649 $20.4 Million
Q1 2018

May 03, 2018
BUY
$259.62 - $288.66 $863,236 - $959,794
3,325 Added 5.1%
68,534 $18.2 Million
Q4 2017

Feb 01, 2018
SELL
$253.97 - $271.47 $212,826 - $227,491
-838 Reduced 1.27%
65,209 $17.5 Million
Q3 2017

Oct 27, 2017
BUY
$246.18 - $253.1 $16.3 Million - $16.7 Million
66,047
66,047 $16.7 Million

Others Institutions Holding IVV

# of Institutions
3,834
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

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