Number of Shares
3.56 Mil
Current Holdings Value*
$325.50 Mil
% of Portfolio
0.43%
Total Estimate Gain
$216.19 Mil
% of Total Estimate Gain
30.43%

Raymond James Financial Services Advisors, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2024-09-30, Raymond James Financial Services Advisors, Inc. held 3.56 Mil shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $325.50 Mil. This investment constitutes 0.43% of their stock portfolio, and Raymond James Financial Services Advisors, Inc. now holds 1.34% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2018Q3. And since then Raymond James Financial Services Advisors, Inc. has made 10 purchases of USMV, at an average price of $59.78, for a total of 11.88 Mil shares. In addition, there have been 14 sales at an average price of $71.88 for 8.32 Mil shares. Based on historical transaction data and USMV's current price of $92.18, Raymond James Financial Services Advisors, Inc.'s estimated gain on his USMV holdings is $216.19 Mil, reflecting a 30.43% gain to date.

Raymond James Financial Services Advisors, Inc. USMV ($92.18) Holding Chart

Raymond James Financial Services Advisors, Inc. USMV ($92.18) 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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