Baron Silver Stevens Financial Advisors, LLC USMV Holdings History
Baron Silver Stevens Financial Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 226,798.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $21.29 Mil. This investment constitutes 3.41% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.09% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 3 purchases of USMV, at an average price of $66.11, for a total of 664,336.00 shares. In addition, there have been 15 sales at an average price of $75.13 for 437,538.00 shares. Based on historical transaction data and USMV's current price of $92.95, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his USMV holdings is $10.04 Mil, reflecting a 22.85% gain to date.
Baron Silver Stevens Financial Advisors, LLC USMV ($92.95) Holding Chart
Baron Silver Stevens Financial Advisors, LLC USMV ($92.95) 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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