Cardinal Point Capital Management, Ulc Ishares Tr Transaction History

Cardinal Point Capital Management, Ulc

$1.26 Trillion
Q2 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 697,614 shares of LRGF stock, worth $46.1 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

697,614

Previous 681,016 2.44%

Holding current value

$46.1 Million

Previous $39.4 Billion 13.5%

% of portfolio

3.54%

Previous 3.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$51.37 - $64.13 $852,639 - $1.06 Million	16,598 Added 2.44%	697,614 $44.7 Billion
Q1 2025 May 08, 2025	BUY	$56.95 - $63.95 $333,271 - $374,235	5,852 Added 0.87%	681,016 $39.4 Billion
Q4 2024 Jan 13, 2025	BUY	$58.25 - $63.26 $2.47 Million - $2.68 Million	42,378 Added 6.7%	675,164 $40.7 Billion
Q3 2024 Oct 07, 2024	BUY	$52.89 - $58.77 $1.09 Million - $1.21 Million	20,633 Added 3.37%	632,786 $37.2 Billion
Q2 2024 Jul 12, 2024	BUY	$50.75 - $56.08 $838,440 - $926,497	16,521 Added 2.77%	612,153 $34.1 Billion
Q1 2024 Apr 24, 2024	BUY	$47.39 - $53.82 $1.21 Million - $1.38 Million	25,600 Added 4.49%	595,632 $32.1 Billion
Q4 2023 Jan 12, 2024	BUY	$41.5 - $48.47 $283,860 - $331,534	6,840 Added 1.21%	570,032 $27.5 Billion
Q3 2023 Oct 19, 2023	BUY	$43.03 - $46.09 $673,849 - $721,769	15,660 Added 2.86%	563,192 $24.5 Billion
Q2 2023 Aug 09, 2023	SELL	$40.55 - $44.56 $688,944 - $757,074	-16,990 Reduced 3.01%	547,532 $24.4 Billion
Q1 2023 Jun 21, 2023	BUY	$38.59 - $42.55 $1.57 Million - $1.73 Million	40,660 Added 7.76%	564,522 $23.4 Billion
Q4 2022 Jun 21, 2023	BUY	$36.32 - $41.5 $19 Million - $21.7 Million	523,862 New	523,862 $20.4 Billion

Others Institutions Holding LRGF

# of Institutions

228

Shares Held

36.7M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
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Cardinal Point Capital Management, Ulc Ishares Tr Transaction History