Roxbury Financial LLC Ishares Msci Usa Min Vol Facto Transaction History

Roxbury Financial LLC

  • $111 Billion
  • Q4 2025

A detailed history of Roxbury Financial LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Roxbury Financial LLC holds 4,565 shares of USMV stock, worth $430,023. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,565
Previous 4,552 0.29%
Holding current value
$430,023
Previous $433 Million 0.74%
% of portfolio
0.39%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$92.34 - $95.43 $1,200 - $1,240
13 Added 0.29%
4,565 $430 Million
Q3 2025

Oct 01, 2025
SELL
$92.18 - $95.14 $15,947 - $16,459
-173 Reduced 3.66%
4,552 $433 Million
Q2 2025

Jul 07, 2025
BUY
$85.42 - $94.39 $26,309 - $29,072
308 Added 6.97%
4,725 $443 Million
Q1 2025

Apr 09, 2025
BUY
$87.68 - $94.52 $44,453 - $47,921
507 Added 12.97%
4,417 $418 Million
Q4 2024

Jan 30, 2025
BUY
$88.59 - $94.57 $346,386 - $369,768
3,910 New
3,910 $370 Million

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Roxbury Financial LLC Portfolio

Follow Roxbury Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roxbury Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roxbury Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email