ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 8,100 Value ($000) $725 Avg Close Range
Q3 2025
Shares 7,495 Value ($000) $661 Avg Close Range
Q2 2025
Shares 7,786 Value ($000) $649 Avg Close Range
Q1 2025
Shares 8,092 Value ($000) $619 Avg Close Range
Q4 2024
Shares 7,805 Value ($000) $598 Avg Close Range
Q3 2024
Shares 7,089 Value ($000) $559 Avg Close Range
Q2 2024
Shares 8,317 Value ($000) $622 Avg Close Range
Q1 2024
Shares 8,632 Value ($000) $634 Avg Close Range
Q4 2023
Shares 8,222 Value ($000) $568 Avg Close Range
Q3 2023
Shares 7,416 Value ($000) $471 Avg Close Range
Q2 2023
Shares 7,682 Value ($000) $510 Avg Close Range
Q1 2023
Shares 10,535 Value ($000) $670 Avg Close Range
Q4 2022
Shares 11,140 Value ($000) $666 Avg Close Range
Q3 2022
Shares 10,354 Value ($000) $574 Avg Close Range
Q2 2022
Shares 10,571 Value ($000) $633 Avg Close Range
Q1 2022
Shares 10,386 Value ($000) $716 Avg Close Range
Q4 2021
Shares 9,538 Value ($000) $695 Avg Close Range
Q3 2021
Shares 8,905 Value ($000) $622 Avg Close Range
Q2 2021
Shares 8,899 Value ($000) $629 Avg Close Range
Q1 2021
Shares 7,746 Value ($000) $518 Avg Close Range
Q4 2020
Shares 5,495 Value ($000) $353 Avg Close Range
Q3 2020
Shares 2,823 Value ($000) $164 Avg Close Range
Q2 2020
Shares 1,899 Value ($000) $104 Avg Close Range
Q1 2020
Shares 1,919 Value ($000) $91 Avg Close Range