Oxford Financial Group LTD Ishares Russell Mid Cap ETF Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 36,812 shares of IWR stock, worth $3.29 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

36,812

Previous 22,771 61.66%

Holding current value

$3.29 Million

Previous $2.01 Million 62.13%

% of portfolio

0.21%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$87.25 - $95.52 $1.23 Million - $1.34 Million	14,041 Added 61.66%	36,812 $3.25 Million
Q3 2024 Nov 12, 2024	SELL	$79.92 - $88.19 $370,189 - $408,496	-4,632 Reduced 16.9%	22,771 $2.01 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $979,474 - $1.04 Million	12,452 Added 83.29%	27,403 $2.22 Million
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $3,843 - $4,288	-51 Reduced 0.34%	14,951 $1.26 Million
Q4 2021 Feb 10, 2022	SELL	$78.41 - $85.28 $30,423 - $33,088	-388 Reduced 2.52%	15,002 $1.25 Million
Q3 2021 Nov 12, 2021	BUY	$76.44 - $82.59 $3,898 - $4,212	51 Added 0.33%	15,390 $1.2 Million
Q2 2021 Aug 03, 2021	SELL	$74.82 - $79.61 $9,951 - $10,588	-133 Reduced 0.86%	15,339 $1.22 Million
Q3 2020 Nov 12, 2020	SELL	$53.47 - $60.19 $2,726 - $3,069	-51 Reduced 0.33%	15,472 $888,000
Q2 2020 Aug 05, 2020	BUY	$40.64 - $57.63 $2,072 - $2,939	51 Added 0.33%	15,523 $832,000
Q1 2020 May 12, 2020	SELL	$36.81 - $61.96 $20,098 - $33,830	-546 Reduced 3.41%	15,472 $668,000
Q1 2019 Apr 26, 2019	SELL	$45.53 - $54.18 $4,279 - $5,092	-94 Reduced 0.58%	16,018 $864,000
Q4 2018 Jan 25, 2019	BUY	$43.7 - $54.95 $528,070 - $664,015	12,084 Added 300.0%	16,112 $749,000
Q3 2018 Oct 26, 2018	BUY	$52.87 - $56.02 $16,654 - $17,646	315 Added 8.48%	4,028 $888,000
Q2 2018 Aug 01, 2018	SELL	$50.43 - $54.42 $655 - $707	-13 Reduced 0.35%	3,713 $788,000
Q1 2018 May 03, 2018	BUY	$49.67 - $55.0 $185,070 - $204,930	3,726 New	3,726 $769,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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Oxford Financial Group LTD Ishares Russell Mid Cap ETF Transaction History