OXFORD FINANCIAL GROUP LTD – iShares Core Aggressive Allocation ETF Transaction History
OXFORD FINANCIAL GROUP LTD portfolio value:
$574,000
portfolio value
OXFORD FINANCIAL GROUP LTD quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.05% | -217 shares | -59K | $55.45 | 10.35K |
| Q2 2022 | share | Increase | +1.78% | 185 shares | -83K | $59.89 | 10.57K |
| Q1 2022 | share | Increase | +8.89% | 848 shares | 21K | $68.94 | 10.38K |
| Q4 2021 | share | Increase | +7.11% | 633 shares | 73K | $72.97 | 9.53K |
| Q3 2021 | share | Increase | +0.07% | 6 shares | -7K | $69.66 | 8.90K |
| Q2 2021 | share | Increase | +14.89% | 1.15K shares | 111K | $70.11 | 8.89K |
| Q1 2021 | share | Increase | +40.96% | 2.25K shares | 165K | $66.31 | 7.74K |
| Q4 2020 | share | Increase | +94.65% | 2.67K shares | 189K | $63.59 | 5.49K |
| Q3 2020 | share | Increase | +48.66% | 924 shares | 60K | $56.93 | 2.82K |
| Q2 2020 | share | Decrease | -1.04% | -20 shares | 13K | $53.52 | 1.89K |
| Q1 2020 | share | Increase | 0.00% | 1.91K shares | 91K | $46.12 | 1.91K |