Granite Bay Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Granite Bay Wealth Management, LLC

  • $176 Million
  • Q1 2024

A detailed history of Granite Bay Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Granite Bay Wealth Management, LLC holds 5,939 shares of USMV stock, worth $499,588. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,939
Previous 411,222 98.56%
Holding current value
$499,588
Previous $30.7 Million 98.38%
% of portfolio
0.28%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$77.86 - $83.58 $31.6 Million - $33.9 Million
-405,283 Reduced 98.56%
5,939 $496,000
Q4 2023

Jan 29, 2024
SELL
$70.56 - $78.63 $2.61 Million - $2.9 Million
-36,931 Reduced 8.24%
411,222 $30.7 Million
Q3 2023

Oct 12, 2023
BUY
$72.38 - $76.06 $31.9 Million - $33.5 Million
440,423 Added 5697.58%
448,153 $33.4 Million
Q2 2023

Jul 19, 2023
SELL
$71.44 - $74.33 $21,146 - $22,001
-296 Reduced 3.69%
7,730 $575,000
Q1 2023

Apr 20, 2023
BUY
$69.12 - $73.78 $11,681 - $12,468
169 Added 2.15%
8,026 $584,000
Q4 2022

Jan 26, 2023
SELL
$69.45 - $75.5 $375,863 - $408,606
-5,412 Reduced 40.79%
7,857 $566,000
Q3 2022

Oct 24, 2022
BUY
$68.26 - $76.63 $219,114 - $245,982
3,210 Added 31.91%
13,269 $877,000
Q2 2022

Jul 13, 2022
BUY
$66.73 - $79.1 $1,000 - $1,186
15 Added 0.15%
10,059 $706,000
Q1 2022

Apr 26, 2022
SELL
$71.88 - $80.4 $158,711 - $177,523
-2,208 Reduced 18.02%
10,044 $779,000
Q4 2021

Feb 16, 2022
BUY
$73.28 - $81.04 $897,826 - $992,902
12,252 New
12,252 $991,000

Others Institutions Holding USMV

# of Institutions
1,244
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Granite Bay Wealth Management, LLC Portfolio

Follow Granite Bay Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Granite Bay Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Granite Bay Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email