Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware U.S. Aggrega 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 Esg Aware U.S. Aggrega stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 15,095 shares of EAGG stock, worth $705,389. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,095
Previous 16,710 9.66%
Holding current value
$705,389
Previous $781,000 7.17%
% of portfolio
0.22%
Previous 0.27%

Shares

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

May 10, 2023
SELL
$46.38 - $48.56 $74,903 - $78,424
-1,615 Reduced 9.66%
15,095 $725,000
Q4 2022

Feb 07, 2023
BUY
$45.12 - $48.04 $530,160 - $564,470
11,750 Added 236.9%
16,710 $781,000
Q3 2022

Nov 02, 2022
SELL
$46.02 - $50.19 $13,345 - $14,555
-290 Reduced 5.52%
4,960 $229,000
Q2 2022

Jul 19, 2022
SELL
$47.71 - $51.47 $19,084 - $20,588
-400 Reduced 7.08%
5,250 $257,000
Q4 2021

Feb 10, 2022
BUY
$54.56 - $55.46 $308,264 - $313,349
5,650 New
5,650 $312,000

Others Institutions Holding EAGG

# of Institutions
406
Shares Held
62.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
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