Grantvest Financial Group LLC ISHARES TR Transaction History

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025
Number of Shares
37,795
Previous 18,340 106.08%
Holding current value
$1.06 Billion
Previous $505 Million 110.12%
% of portfolio
0.73%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
19,455 Added 106.08%
37,795 $1.06 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
135 Added 0.74%
18,340 $505 Million
Q1 2025

May 08, 2025
SELL
N/A
-2,378 Reduced 11.55%
18,205 $470 Million
Q4 2024

Feb 11, 2025
BUY
N/A
20,583 New
20,583 $538 Million
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