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

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025

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 40,314 shares of IVW stock, worth $4.88 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
40,314
Previous 39,102 3.1%
Holding current value
$4.88 Million
Previous $4.31 Million 13.03%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 13, 2025
BUY
$108.97 - $121.65 $132,071 - $147,439
1,212 Added 3.1%
40,314 $4.87 Million
Q2 2025

Aug 14, 2025
SELL
$82.96 - $110.1 $100,547 - $133,441
-1,212 Reduced 3.01%
39,102 $4.31 Million
Q1 2025

May 15, 2025
BUY
$92.45 - $106.69 $189,799 - $219,034
2,053 Added 5.37%
40,314 $3.74 Million
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
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

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