Smart Money Group LLC USMV Holdings History
Smart Money Group LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Smart Money Group LLC held 9,431.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $883,300.00. This investment constitutes 0.3% of their stock portfolio, and Smart Money Group LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Smart Money Group LLC has made 12 purchases of USMV, at an average price of $57.99, for a total of 294,620.00 shares. In addition, there have been 15 sales at an average price of $77.22 for 285,189.00 shares. Based on historical transaction data and USMV's current price of $94.11, Smart Money Group LLC's estimated gain on his USMV holdings is $5.82 Mil, reflecting a 34.09% gain to date.
Smart Money Group LLC USMV ($94.11) Holding Chart
Smart Money Group LLC USMV ($94.11) 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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