OXFORD FINANCIAL GROUP, LTD. LLC's ownership history for IWD

OXFORD FINANCIAL GROUP, LTD. LLC currently holds 43.5K shares with a market value of $8.8M. It started holding IWD on 2024-09-30. At its peak, it held 43.5K shares on 2025-09-30. Its highest holding value was $8.8M on 2025-09-30. At its lowest, it held 41.0K shares on 2025-03-31, with a value of $7.7M on 2024-12-31. In the recent 180 days, OXFORD FINANCIAL GROUP, LTD. LLC has increased its shares by 2.5K. In the recent year, OXFORD FINANCIAL GROUP, LTD. LLC has increased its shares by 719.