A detailed history of Cardinal Point Capital Management, Ulc transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 73,618 shares of SUSB stock, worth $1.85 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
73,618
Previous 54,448 35.21%
Holding current value
$1.85 Million
Previous $1.36 Billion 36.18%
% of portfolio
0.15%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$24.66 - $25.17 $472,732 - $482,508
19,170 Added 35.21%
73,618 $1.85 Billion
Q1 2025

May 08, 2025

SELL
$24.6 - $24.99 $78,351 - $79,593
-3,185 Reduced 5.53%
54,448 $1.36 Billion
Q4 2024

Jan 13, 2025

BUY
$24.61 - $25.12 $124,280 - $126,856
5,050 Added 9.6%
57,633 $1.42 Billion
Q3 2024

Oct 07, 2024

BUY
$24.38 - $25.2 $47,297 - $48,888
1,940 Added 3.83%
52,583 $1.32 Billion
Q2 2024

Jul 12, 2024

SELL
$24.19 - $24.51 $212,146 - $214,952
-8,770 Reduced 14.76%
50,643 $1.24 Billion
Q1 2024

Apr 24, 2024

SELL
$24.32 - $24.57 $31,859 - $32,186
-1,310 Reduced 2.16%
59,413 $1.45 Billion
Q4 2023

Jan 12, 2024

BUY
$23.56 - $24.48 $9,895 - $10,281
420 Added 0.7%
60,723 $1.49 Billion
Q2 2023

Aug 09, 2023

BUY
$23.84 - $24.2 $10,251 - $10,406
430 Added 0.72%
60,303 $1.44 Billion
Q1 2023

Jun 21, 2023

SELL
$23.63 - $24.19 $231,692 - $237,182
-9,805 Reduced 14.07%
59,873 $1.44 Billion
Q4 2022

Jun 21, 2023

BUY
$23.19 - $23.94 $1.62 Million - $1.67 Million
69,678 New
69,678 $1.66 Billion

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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.