Number of Shares
66,040.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
2.35%
Total Estimate Gain
$807,162.77
% of Total Estimate Gain
8.56%

Hobbs Group Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Hobbs Group Advisors, LLC held 66,040.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.19 Mil. This investment constitutes 2.35% of their stock portfolio, and Hobbs Group Advisors, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2023Q4. And since then Hobbs Group Advisors, LLC has made 2 purchases of USMV, at an average price of $84.90, for a total of 111,114.00 shares. In addition, there have been 2 sales at an average price of $91.05 for 45,074.00 shares. Based on historical transaction data and USMV's current price of $92.93, Hobbs Group Advisors, LLC's estimated gain on his USMV holdings is $807,162.77, reflecting a 8.56% gain to date.

Hobbs Group Advisors, LLC USMV ($92.93) Holding Chart

Hobbs Group Advisors, LLC USMV ($92.93) 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