ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,259 Value ($000) $3,756 Avg Close — Range —
Q3 2025
Shares 25,367 Value ($000) $3,695 Avg Close — Range —
Q2 2025
Shares 27,619 Value ($000) $3,730 Avg Close — Range —
Q1 2025
Shares 27,372 Value ($000) $3,340 Avg Close — Range —
Q4 2024
Shares 27,372 Value ($000) $3,521 Avg Close — Range —
Q3 2024
Shares 21,712 Value ($000) $2,727 Avg Close — Range —
Q2 2024
Shares 21,729 Value ($000) $2,581 Avg Close — Range —
Q1 2024
Shares 18,347 Value ($000) $2,115 Avg Close — Range —
Q4 2023
Shares 18,347 Value ($000) $1,931 Avg Close — Range —
Q3 2023
Shares 18,347 Value ($000) $1,728 Avg Close — Range —
Q2 2023
Shares 18,347 Value ($000) $1,795 Avg Close — Range —
Q1 2023
Shares 18,347 Value ($000) $1,661 Avg Close — Range —
Q4 2022
Shares 18,347 Value ($000) $1,556 Avg Close — Range —
Q3 2022
Shares 18,347 Value ($000) $1,459 Avg Close — Range —
Q2 2022
Shares 18,347 Value ($000) $1,537 Avg Close — Range —
Q1 2022
Shares 18,347 Value ($000) $1,852 Avg Close — Range —
Q4 2021
Shares 18,347 Value ($000) $1,963 Avg Close — Range —
Q3 2021
Shares 18,347 Value ($000) $1,805 Avg Close — Range —
Q2 2021
Shares 18,320 Value ($000) $1,809 Avg Close — Range —
Q1 2021
Shares 18,320 Value ($000) $1,678 Avg Close — Range —
Q4 2020
Shares 18,320 Value ($000) $1,580 Avg Close — Range —
Q3 2020
Shares 18,320 Value ($000) $1,383 Avg Close — Range —
Q2 2020
Shares 18,320 Value ($000) $1,272 Avg Close — Range —
Q1 2020
Shares 18,320 Value ($000) $1,048 Avg Close — Range —
Q4 2019
Shares 18,320 Value ($000) $1,332 Avg Close — Range —
Q3 2019
Shares 18,320 Value ($000) $1,229 Avg Close — Range —
Q2 2019
Shares 18,320 Value ($000) $1,221 Avg Close — Range —
Q1 2019
Shares 18,320 Value ($000) $1,180 Avg Close — Range —
Q4 2018
Shares 18,320 Value ($000) $1,040 Avg Close — Range —
Q3 2018
Shares 18,320 Value ($000) $1,221 Avg Close — Range —
Q2 2018
Shares 18,320 Value ($000) $1,145 Avg Close — Range —
Q1 2018
Shares 18,320 Value ($000) $1,108 Avg Close — Range —
Q4 2017
Shares 18,320 Value ($000) $1,120 Avg Close — Range —
Q3 2017
Shares 18,320 Value ($000) $1,056 Avg Close — Range —
Q2 2017
Shares 18,320 Value ($000) $1,015 Avg Close — Range —
Q1 2017
Shares 18,320 Value ($000) $990 Avg Close — Range —
Q4 2016
Shares 18,320 Value ($000) $940 Avg Close — Range —