Lowe Wealth Advisors, LLC USMV Holdings History
Lowe Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 220,433.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $20.69 Mil. This investment constitutes 8.08% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.09% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Lowe Wealth Advisors, LLC has made 5 purchases of USMV, at an average price of $55.06, for a total of 377,229.00 shares. In addition, there have been 22 sales at an average price of $71.36 for 156,796.00 shares. Based on historical transaction data and USMV's current price of $93.03, Lowe Wealth Advisors, LLC's estimated gain on his USMV holdings is $10.92 Mil, reflecting a 52.60% gain to date.
Lowe Wealth Advisors, LLC USMV ($93.03) Holding Chart
Lowe Wealth Advisors, LLC USMV ($93.03) 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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