Oxford Financial Group LTD Ishares Tr Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Tr stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,069 shares of IYY stock, worth $156,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,069

Previous 1,066 0.28%

Holding current value

$156,351

Previous $148,000 2.7%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$138.14 - $149.13 $414 - $447	3 Added 0.28%	1,069 $152,000
Q3 2024 Nov 12, 2024	BUY	$125.77 - $139.59 $503 - $558	4 Added 0.38%	1,066 $148,000
Q2 2024 Aug 13, 2024	BUY	$120.85 - $132.7 $241 - $265	2 Added 0.19%	1,062 $140,000
Q1 2024 May 13, 2024	BUY	$114.26 - $128.09 $342 - $384	3 Added 0.28%	1,060 $135,000
Q4 2023 Feb 14, 2024	BUY	$99.95 - $116.88 $799 - $935	8 Added 0.76%	1,057 $123,000
Q2 2023 Aug 10, 2023	BUY	$98.55 - $108.33 $295 - $324	3 Added 0.29%	1,049 $113,000
Q1 2023 May 12, 2023	BUY	$92.74 - $102.46 $370 - $409	4 Added 0.38%	1,046 $104,000
Q4 2022 Feb 14, 2023	BUY	$87.49 - $99.71 $349 - $398	4 Added 0.39%	1,042 $97,000
Q3 2022 Nov 02, 2022	BUY	$87.7 - $105.61 $91,032 - $109,623	1,038 New	1,038 $91,000

Others Institutions Holding IYY

# of Institutions

279

Shares Held

3.9M

Call Options Held

5.6K

Put Options Held

100

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About ISHARES TR

Ticker IYY
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Oxford Financial Group LTD Ishares Tr Transaction History