Oxford Financial Group LTD Ishares Tr Russell 200 ETF Transaction History
Oxford Financial Group LTD
- $1.76 Billion
- Q3 2025
A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 29,252 shares of IWL stock, worth $4.92 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
29,252
Previous 29,252
-0.0%
Holding current value
$4.92 Million
Previous $4.48 Million
8.46%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio