OXFORD FINANCIAL GROUP, LTD. LLC IVV Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 91,669.00 shares of iShares Core S&P 500 ETF(IVV), totaling $51.51 Mil. This investment constitutes 3.61% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 14 purchases of IVV, at an average price of $290.33, for a total of 193,402.00 shares. In addition, there have been 14 sales at an average price of $330.56 for 101,733.00 shares. Based on historical transaction data and IVV's current price of $630.67, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his IVV holdings is $35.29 Mil, reflecting a 62.85% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC IVV ($630.67) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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