Oxford Financial Group LTD Ishares Msci Usa Min Vol Facto Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

A detailed history of Oxford Financial Group LTD transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Oxford Financial Group LTD holds 3,589 shares of USMV stock, worth $338,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,589

Previous 2,884 24.45%

Holding current value

$338,083

Previous $270,000 26.3%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$92.18 - $95.14 $64,986 - $67,073	705 Added 24.45%	3,589 $341,000
Q2 2025 Aug 14, 2025	SELL	$85.42 - $94.39 $60,221 - $66,544	-705 Reduced 19.64%	2,884 $270,000
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $45,703 - $49,061	-587 Reduced 14.06%	3,589 $299,000
Q4 2023 Feb 14, 2024	SELL	$70.56 - $78.63 $49,392 - $55,041	-700 Reduced 14.36%	4,176 $325,000
Q3 2023 Nov 13, 2023	SELL	$72.38 - $76.06 $151,274 - $158,965	-2,090 Reduced 30.0%	4,876 $352,000

Q2 2023 Aug 10, 2023	BUY	$71.44 - $74.33 $48,079 - $50,024	673 Added 10.69%	6,966 $517,000
Q1 2023 May 12, 2023	SELL	$69.12 - $73.78 $2.24 Million - $2.39 Million	-32,370 Reduced 83.72%	6,293 $457,000
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $2.24 Million - $2.57 Million	34,102 Added 747.69%	38,663 $2.79 Million
Q2 2022 Aug 11, 2022	SELL	$66.73 - $79.1 $230,351 - $273,053	-3,452 Reduced 43.08%	4,561 $320,000
Q1 2022 May 13, 2022	BUY	$71.88 - $80.4 $207,301 - $231,873	2,884 Added 56.23%	8,013 $622,000
Q4 2021 Feb 10, 2022	SELL	$73.28 - $81.04 $91,013 - $100,651	-1,242 Reduced 19.49%	5,129 $415,000
Q3 2021 Nov 12, 2021	BUY	$73.5 - $78.28 $955 - $1,017	13 Added 0.2%	6,371 $468,000
Q2 2021 Aug 03, 2021	BUY	$69.72 - $73.7 $697 - $737	10 Added 0.16%	6,358 $468,000
Q1 2021 May 10, 2021	BUY	$65.18 - $69.88 $847 - $908	13 Added 0.21%	6,348 $439,000
Q4 2020 Feb 10, 2021	BUY	$61.66 - $67.88 $986 - $1,086	16 Added 0.25%	6,335 $430,000
Q3 2020 Nov 12, 2020	BUY	$60.74 - $66.36 $1,032 - $1,128	17 Added 0.27%	6,319 $403,000
Q2 2020 Aug 05, 2020	BUY	$51.94 - $64.01 $36,825 - $45,383	709 Added 12.68%	6,302 $382,000
Q1 2020 May 12, 2020	BUY	$46.61 - $69.67 $260,689 - $389,664	5,593 New	5,593 $302,000

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

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About ISHARES MSCI USA MIN VOL FACTO

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Oxford Financial Group LTD Ishares Msci Usa Min Vol Facto Transaction History