News + Filings Holdings
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OXFORD FINANCIAL GROUP LTD
> MTUM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | MTUM | 557,139 | -6,327 | 80,367,245,000 | 2,022,917,000 | $144,249.90 |
| 03/31/2023 | iSHARES TRUST | MTUM | 563,466 | 35,527 | 78,344,328,000 | 1,302,120,000 | $139,040.03 |
| 12/31/2022 | iSHARES TRUST | MTUM | 527,939 | -3,986 | 77,042,208,000 | 76,972,433,000 | $145,930.13 |
| 09/30/2022 | iSHARES TRUST | MTUM | 531,925 | -30,628 | 69,775,000 | -6,940,000 | $131.17 |
| 06/30/2022 | iSHARES TRUST | MTUM | 562,553 | -59,118 | 76,715,000 | -27,894,000 | $136.37 |
| 03/31/2022 | iSHARES TRUST | MTUM | 621,671 | -23,201 | 104,609,000 | -12,642,000 | $168.27 |
| 12/31/2021 | iSHARES TRUST | MTUM | 644,872 | -1,112 | 117,251,000 | 3,816,000 | $181.82 |
| 09/30/2021 | iSHARES TRUST | MTUM | 645,984 | -10,730 | 113,435,000 | -459,000 | $175.60 |
| 06/30/2021 | iSHARES TRUST | MTUM | 656,714 | 393 | 113,894,000 | 8,318,000 | $173.43 |
| 03/31/2021 | iSHARES TRUST | MTUM | 656,321 | 13,932 | 105,576,000 | 1,965,000 | $160.86 |
| 12/31/2020 | iSHARES TRUST | MTUM | 642,389 | -18,247 | 103,611,000 | 6,233,000 | $161.29 |
| 09/30/2020 | iSHARES TRUST | MTUM | 660,636 | -41,025 | 97,378,000 | 5,460,000 | $147.40 |
| 06/30/2020 | iSHARES TRUST | MTUM | 701,661 | 12,858 | 91,918,000 | 18,574,000 | $131.00 |
| 03/31/2020 | iSHARES TRUST | MTUM | 688,803 | 43,377 | 73,344,000 | -7,696,000 | $106.48 |
| 12/31/2019 | iSHARES TRUST | MTUM | 645,426 | 879 | 81,040,000 | 4,178,000 | $125.56 |
| 09/30/2019 | iSHARES TRUST | MTUM | 644,547 | 7,549 | 76,862,000 | 1,314,000 | $119.25 |
| 06/30/2019 | iSHARES TRUST | MTUM | 636,998 | 58,860 | 75,548,000 | 10,692,000 | $118.60 |
| 03/31/2019 | iSHARES TRUST | MTUM | 578,138 | 48,966 | 64,856,000 | 11,817,000 | $112.18 |
| 12/31/2018 | iSHARES TRUST | MTUM | 529,172 | 89,027 | 53,039,000 | 662,000 | $100.23 |
| 09/30/2018 | iSHARES TRUST | MTUM | 440,145 | 82,672 | 52,377,000 | 13,162,000 | $119.00 |
| 06/30/2018 | iSHARES TRUST | MTUM | 357,473 | 80,894 | 39,215,000 | 9,920,000 | $109.70 |
| 03/31/2018 | iSHARES TRUST | MTUM | 276,579 | 77,236 | 29,295,000 | 8,737,000 | $105.92 |
| 12/31/2017 | iSHARES TRUST | MTUM | 199,343 | 64,878 | 20,558,000 | 7,692,000 | $103.13 |
| 09/30/2017 | iSHARES TRUST | MTUM | 134,465 | 134,465 | 12,866,000 | 12,866,000 | $95.68 |
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