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 $326,311. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,589
Previous 3,589 -0.0%
Holding current value
$326,311
Previous $299,000 0.67%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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