Granite Bay Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Granite Bay Wealth Management, LLC
- $374 Million
- Q3 2025
A detailed history of Granite Bay Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Granite Bay Wealth Management, LLC holds 1,369 shares of IWD stock, worth $280,357. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,369
Previous 1,416
3.32%
Holding current value
$280,357
Previous $275,000
1.09%
% of portfolio
0.07%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,997Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio