Investment Advisory Group, LLC USMV Holdings History
Investment Advisory Group, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 68,609.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.43 Mil. This investment constitutes 2.15% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 9 purchases of USMV, at an average price of $76.91, for a total of 71,420.00 shares. In addition, there have been 4 sales at an average price of $85.78 for 2,811.00 shares. Based on historical transaction data and USMV's current price of $94.00, Investment Advisory Group, LLC's estimated gain on his USMV holdings is $1.20 Mil, reflecting a 21.80% gain to date.
Investment Advisory Group, LLC USMV ($94.00) Holding Chart
Investment Advisory Group, LLC USMV ($94.00) 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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