A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Esg Aware Growth Alloc stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 27,545 shares of EAOR stock, worth $881,440. This represents 0.23% of its overall portfolio holdings.

Number of Shares
27,545
Previous 27,290 0.93%
Holding current value
$881,440
Previous $707,000 6.65%
% of portfolio
0.23%
Previous 0.25%

Shares

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

May 10, 2023

BUY
$0.0 - $27.86 $0 - $7,104
255 Added 0.93%
27,545 $754,000
Q4 2022

Feb 07, 2023

BUY
$24.31 - $27.05 $303,510 - $337,719
12,485 Added 84.33%
27,290 $707,000
Q3 2022

Nov 02, 2022

SELL
$24.63 - $28.11 $1,600 - $1,827
-65 Reduced 0.44%
14,805 $368,000
Q2 2022

Jul 19, 2022

BUY
$25.85 - $29.94 $67,210 - $77,844
2,600 Added 21.19%
14,870 $392,000
Q1 2022

May 02, 2022

SELL
$28.45 - $31.74 $11,949 - $13,330
-420 Reduced 3.31%
12,270 $366,000
Q4 2021

Feb 10, 2022

BUY
$30.67 - $32.15 $389,202 - $407,983
12,690 New
12,690 $403,000

Others Institutions Holding EAOR

About ISHARES ESG AWARE GROWTH ALLOC


  • Ticker EAOR
  • Sector Technology
More about EAOR
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