Cardinal Point Capital Management, Ulc Ishares Tr Transaction History

Cardinal Point Capital Management, Ulc

  • $600 Billion
  • Q3 2024

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 4,710 shares of SHV stock, worth $519,560. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,710
Previous 251,871 98.13%
Holding current value
$519,560
Previous $27.8 Billion 98.13%
% of portfolio
0.09%
Previous 4.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$110.05 - $110.63 $27.2 Million - $27.3 Million
-247,161 Reduced 98.13%
4,710 $521 Million
Q2 2024

Jul 12, 2024
BUY
$110.04 - $110.51 $1.97 Million - $1.98 Million
17,920 Added 7.66%
251,871 $27.8 Billion
Q1 2024

Apr 24, 2024
BUY
$110.11 - $110.57 $9.81 Million - $9.85 Million
89,120 Added 61.53%
233,951 $25.9 Billion
Q4 2023

Jan 12, 2024
BUY
$109.86 - $110.59 $14.1 Million - $14.2 Million
128,380 Added 780.38%
144,831 $16 Billion
Q3 2023

Oct 19, 2023
SELL
$109.99 - $110.5 $894,768 - $898,917
-8,135 Reduced 33.09%
16,451 $1.82 Billion
Q2 2023

Aug 09, 2023
SELL
$110.0 - $110.45 $689,700 - $692,521
-6,270 Reduced 20.32%
24,586 $2.72 Billion
Q1 2023

Jun 21, 2023
SELL
$109.94 - $110.5 $266,494 - $267,852
-2,424 Reduced 7.28%
30,856 $3.41 Billion
Q4 2022

Jun 21, 2023
BUY
$109.74 - $110.1 $3.65 Million - $3.66 Million
33,280 New
33,280 $3.66 Billion

Others Institutions Holding SHV

# of Institutions
724
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc 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 Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email