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

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 38,261 shares of IVW stock, worth $4.08 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

38,261

Previous 31,266 22.37%

Holding current value

$4.08 Million

Previous $2.99 Million 29.77%

% of portfolio

0.25%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$94.43 - $105.47 $660,537 - $737,762	6,995 Added 22.37%	38,261 $3.88 Million
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $1.16 Million - $1.37 Million	-14,641 Reduced 31.89%	31,266 $2.89 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $652,800 - $748,269	9,924 Added 27.58%	45,907 $3.45 Million
Q3 2023 Nov 13, 2023	SELL	$68.05 - $72.66 $942,492 - $1.01 Million	-13,850 Reduced 27.79%	35,983 $2.46 Million
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $699,480 - $783,694	-12,330 Reduced 19.83%	49,833 $2.92 Million
Q2 2022 Aug 11, 2022	SELL	$58.13 - $77.8 $145,325 - $194,500	-2,500 Reduced 3.87%	62,163 $3.75 Million
Q4 2021 Feb 10, 2022	BUY	$73.18 - $84.81 $4.26 Million - $4.94 Million	58,267 Added 910.99%	64,663 $5.41 Million
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $269,447 - $306,144	4,797 Added 300.0%	6,396 $408,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $83,819 - $99,825	1,599 New	1,599 $369,000

Others Institutions Holding IVW

# of Institutions

1,993

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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