Institute For Wealth Management, LLC. USMV Holdings History
Institute for Wealth Management, LLC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 58,096.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.44 Mil. This investment constitutes 0.7% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Institute for Wealth Management, LLC. has made 9 purchases of USMV, at an average price of $79.29, for a total of 174,253.00 shares. In addition, there have been 18 sales at an average price of $77.87 for 116,157.00 shares. Based on historical transaction data and USMV's current price of $93.73, Institute for Wealth Management, LLC.'s estimated gain on his USMV holdings is $673,872.37, reflecting a 4.88% gain to date.
Institute for Wealth Management, LLC. USMV ($93.73) Holding Chart
Institute for Wealth Management, LLC. USMV ($93.73) 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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