Bay Rivers Group USMV Holdings History

Number of Shares
99,047.00
Current Holdings Value*
$9.28 Mil
% of Portfolio
4.86%
Total Estimate Gain
$3.06 Mil
% of Total Estimate Gain
41.09%

Bay Rivers Group's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Bay Rivers Group held 99,047.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $9.28 Mil. This investment constitutes 4.86% of their stock portfolio, and Bay Rivers Group now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2019Q4. And since then Bay Rivers Group has made 10 purchases of USMV, at an average price of $64.54, for a total of 115,255.00 shares. In addition, there have been 11 sales at an average price of $75.86 for 16,208.00 shares. Based on historical transaction data and USMV's current price of $93.55, Bay Rivers Group's estimated gain on his USMV holdings is $3.06 Mil, reflecting a 41.09% gain to date.

Bay Rivers Group USMV ($93.55) Holding Chart

Bay Rivers Group USMV ($93.55) 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