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OXFORD FINANCIAL GROUP LTD
> IWD
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IWD | 42,250 | 0 | 6,668,318,000 | 235,333,000 | $157,830.01 |
03/31/2023 | iSHARES TRUST | IWD | 42,250 | -643 | 6,432,985,000 | -71,701,000 | $152,260.00 |
12/31/2022 | iSHARES TRUST | IWD | 42,893 | -1,806 | 6,504,686,000 | 6,498,607,000 | $151,649.13 |
09/30/2022 | iSHARES TRUST | IWD | 44,699 | -282 | 6,079,000 | -442,000 | $136.00 |
06/30/2022 | iSHARES TRUST | IWD | 44,981 | 0 | 6,521,000 | -945,000 | $144.97 |
03/31/2022 | iSHARES TRUST | IWD | 44,981 | -3,677 | 7,466,000 | -705,000 | $165.98 |
12/31/2021 | iSHARES TRUST | IWD | 48,658 | -4,907 | 8,171,000 | -212,000 | $167.93 |
09/30/2021 | iSHARES TRUST | IWD | 53,565 | -180 | 8,383,000 | -142,000 | $156.50 |
06/30/2021 | iSHARES TRUST | IWD | 53,745 | -191 | 8,525,000 | 351,000 | $158.62 |
03/31/2021 | iSHARES TRUST | IWD | 53,936 | -755 | 8,174,000 | 696,000 | $151.55 |
12/31/2020 | iSHARES TRUST | IWD | 54,691 | -504 | 7,478,000 | 958,000 | $136.73 |
09/30/2020 | iSHARES TRUST | IWD | 55,195 | 2,464 | 6,520,000 | 581,000 | $118.13 |
06/30/2020 | iSHARES TRUST | IWD | 52,731 | 2,500 | 5,939,000 | 957,000 | $112.63 |
03/31/2020 | iSHARES TRUST | IWD | 50,231 | -4,996 | 4,982,000 | -2,555,000 | $99.18 |
12/31/2019 | iSHARES TRUST | IWD | 55,227 | 151 | 7,537,000 | 473,000 | $136.47 |
09/30/2019 | iSHARES TRUST | IWD | 55,076 | 10,682 | 7,064,000 | 1,416,000 | $128.26 |
06/30/2019 | iSHARES TRUST | IWD | 44,394 | 0 | 5,648,000 | 166,000 | $127.22 |
03/31/2019 | iSHARES TRUST | IWD | 44,394 | -3,614 | 5,482,000 | 151,000 | $123.49 |
12/31/2018 | iSHARES TRUST | IWD | 48,008 | -1,330 | 5,331,000 | -916,000 | $111.04 |
09/30/2018 | iSHARES TRUST | IWD | 49,338 | -509 | 6,247,000 | 197,000 | $126.62 |
06/30/2018 | iSHARES TRUST | IWD | 49,847 | 166 | 6,050,000 | 90,000 | $121.37 |
03/31/2018 | iSHARES TRUST | IWD | 49,681 | 9,563 | 5,960,000 | 972,000 | $119.97 |
12/31/2017 | iSHARES TRUST | IWD | 40,118 | 11,381 | 4,988,000 | 1,582,000 | $124.33 |
09/30/2017 | iSHARES TRUST | IWD | 28,737 | 160 | 3,406,000 | 79,000 | $118.52 |
06/30/2017 | iSHARES TRUST | IWD | 28,577 | -193 | 3,327,000 | 20,000 | $116.42 |
03/31/2017 | iSHARES TRUST | IWD | 28,770 | 28,770 | 3,307,000 | 3,307,000 | $114.95 |
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