Allred Capital Management, LLC USMV Holdings History
Allred Capital Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Allred Capital Management, LLC held 67,725.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.34 Mil. This investment constitutes 2.53% of their stock portfolio, and Allred Capital Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Allred Capital Management, LLC has made 6 purchases of USMV, at an average price of $58.82, for a total of 176,415.00 shares. In addition, there have been 19 sales at an average price of $71.58 for 108,690.00 shares. Based on historical transaction data and USMV's current price of $93.97, Allred Capital Management, LLC's estimated gain on his USMV holdings is $3.77 Mil, reflecting a 36.31% gain to date.
Allred Capital Management, LLC USMV ($93.97) Holding Chart
Allred Capital Management, LLC USMV ($93.97) 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 % | |||
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