OXFORD FINANCIAL GROUP, LTD. LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1245862
INDIANAPOLIS, IN
All Filings in AOM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 AOM | $23,614 | 552 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 AOM | $22,913 | 552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AOM | $36,204 | 930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AOM | $37,581 | 930 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 AOM | $37,069 | 930 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 AOM | $35,349 | 930 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AOM | $34,047 | 930 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 AOM | $36,232 | 930 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 AOM | $44,473 | 1,035 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 AOM | $47,061 | 1,035 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 AOM | $46,305 | 1,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 AOM | $51,942 | 1,153 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 AOM | $50,213 | 1,153 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 AOM | $23,025 | 533 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||