Halpern Financial, Inc. USMV Holdings History
Halpern Financial, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 362,245.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $32.96 Mil. This investment constitutes 8.48% of their stock portfolio, and Halpern Financial, Inc. now holds 0.13% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 8 purchases of USMV, at an average price of $60.94, for a total of 688,690.00 shares. In addition, there have been 7 sales at an average price of $73.56 for 326,445.00 shares. Based on historical transaction data and USMV's current price of $92.95, Halpern Financial, Inc.'s estimated gain on his USMV holdings is $15.72 Mil, reflecting a 37.45% gain to date.
Halpern Financial, Inc. USMV ($92.95) Holding Chart
Halpern Financial, Inc. 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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