Sheridan Capital Management, LLC USMV Holdings History
Sheridan Capital Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Sheridan Capital Management, LLC held 91,979.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $8.61 Mil. This investment constitutes 6.28% of their stock portfolio, and Sheridan Capital Management, LLC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q4. And since then Sheridan Capital Management, LLC has made 2 purchases of USMV, at an average price of $74.97, for a total of 95,416.00 shares. In addition, there have been 3 sales at an average price of $84.81 for 3,437.00 shares. Based on historical transaction data and USMV's current price of $93.82, Sheridan Capital Management, LLC's estimated gain on his USMV holdings is $1.77 Mil, reflecting a 24.71% gain to date.
Sheridan Capital Management, LLC USMV ($93.82) Holding Chart
Sheridan Capital Management, LLC USMV ($93.82) 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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