Oxford Financial Group LTD Ishares Tr Msci Usa Esg Select Transaction History

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Oxford Financial Group LTD holds 2,998 shares of SUSA stock, worth $377,748. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,998
Previous 2,998 -0.0%
Holding current value
$377,748
Previous $336,000 7.14%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$85.36 - $100.86 $9,218 - $10,892
-108 Reduced 3.48%
2,998 $301,000
Q1 2023

May 12, 2023
SELL
$81.64 - $90.01 $277,820 - $306,304
-3,403 Reduced 52.28%
3,106 $272,000
Q4 2022

Feb 14, 2023
SELL
$75.77 - $88.09 $170,330 - $198,026
-2,248 Reduced 25.67%
6,509 $535,000
Q3 2022

Nov 02, 2022
SELL
$75.91 - $92.66 $176,642 - $215,619
-2,327 Reduced 20.99%
8,757 $665,000
Q2 2022

Aug 11, 2022
SELL
$78.1 - $97.98 $130,583 - $163,822
-1,672 Reduced 13.11%
11,084 $894,000
Q1 2022

May 13, 2022
BUY
$89.45 - $106.35 $585,360 - $695,954
6,544 Added 105.34%
12,756 $1.24 Million
Q4 2021

Feb 10, 2022
SELL
$95.76 - $106.67 $95 - $106
-1 Reduced 0.02%
6,212 $660,000
Q1 2021

May 10, 2021
SELL
$81.34 - $87.82 $21,555 - $23,272
-265 Reduced 4.09%
6,213 $546,000
Q4 2020

Feb 10, 2021
BUY
$72.19 - $82.34 $233,823 - $266,699
3,239 Added 100.0%
6,478 $533,000
Q2 2020

Aug 05, 2020
SELL
$52.49 - $69.03 $22,833 - $30,028
-435 Reduced 11.84%
3,239 $433,000
Q1 2019

Apr 26, 2019
BUY
N/A
3,674 New
3,674 $434,000
Q4 2018

Jan 25, 2019
SELL
N/A
-3,998 Closed
0 $0
Q2 2018

Aug 01, 2018
BUY
N/A
1,890 Added 89.66%
3,998 $451,000
Q1 2018

May 03, 2018
BUY
N/A
2,108 New
2,108 $234,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

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