ADE, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, ADE, LLC held 50,857.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.76 Mil. This investment constitutes 2.74% of their stock portfolio, and ADE, LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then ADE, LLC has made 11 purchases of USMV, at an average price of $68.75, for a total of 112,994.00 shares. In addition, there have been 6 sales at an average price of $82.04 for 62,137.00 shares. Based on historical transaction data and USMV's current price of $92.42, ADE, LLC's estimated gain on his USMV holdings is $2.03 Mil, reflecting a 26.13% gain to date.
ADE, LLC USMV ($92.42) Holding Chart
ADE, LLC USMV ($92.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
