Cardinal Point Wealth Management Partners, LLC Ishares Trust Ishares Usd Gre Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 13,359 shares of BGRN stock, worth $625,201. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,359
Previous 13,435 0.57%
Holding current value
$625,201
Previous $617,000 1.94%
% of portfolio
0.19%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
SELL
$45.84 - $47.62 $3,483 - $3,619
-76 Reduced 0.57%
13,359 $629,000
Q4 2022

Feb 07, 2023
BUY
$44.63 - $47.05 $278,937 - $294,062
6,250 Added 86.99%
13,435 $617,000
Q3 2022

Nov 02, 2022
SELL
N/A
-140 Reduced 1.91%
7,185 $325,000
Q2 2022

Jul 19, 2022
BUY
N/A
7,325 New
7,325 $350,000

Others Institutions Holding BGRN

# of Institutions
114
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
  • Sector ETFs
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