SHEPHERD KAPLAN KROCHUK, LLC USMV Holdings History
SHEPHERD KAPLAN KROCHUK, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 72,846.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.82 Mil. This investment constitutes 5.84% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q1. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 2 purchases of USMV, at an average price of $81.17, for a total of 102,007.00 shares. In addition, there have been 3 sales at an average price of $88.43 for 29,161.00 shares. Based on historical transaction data and USMV's current price of $93.84, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his USMV holdings is $1.13 Mil, reflecting a 13.71% gain to date.
SHEPHERD KAPLAN KROCHUK, LLC USMV ($93.84) Holding Chart
SHEPHERD KAPLAN KROCHUK, LLC USMV ($93.84) 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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