INVESTMENT PARTNERS, LTD. USMV Holdings History
INVESTMENT PARTNERS, LTD.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, INVESTMENT PARTNERS, LTD. held 36,267.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.40 Mil. This investment constitutes 1.41% of their stock portfolio, and INVESTMENT PARTNERS, LTD. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then INVESTMENT PARTNERS, LTD. has made 14 purchases of USMV, at an average price of $64.02, for a total of 95,890.00 shares. In addition, there have been 10 sales at an average price of $75.39 for 59,623.00 shares. Based on historical transaction data and USMV's current price of $93.01, INVESTMENT PARTNERS, LTD.'s estimated gain on his USMV holdings is $1.73 Mil, reflecting a 28.18% gain to date.
INVESTMENT PARTNERS, LTD. USMV ($93.01) Holding Chart
INVESTMENT PARTNERS, LTD. USMV ($93.01) 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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