Oxford Financial Group LTD Ishares Russell Mid Cap ETF Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

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 32,569 shares of IWR stock, worth $3.08 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

32,569

Previous 32,569 -0.0%

Holding current value

$3.08 Million

Previous $3 Million 4.97%

% of portfolio

0.18%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$82.81 - $92.93 $351,362 - $394,301	-4,243 Reduced 11.53%	32,569 $2.77 Million
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

1,635

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

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