Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Growth Alloc 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 Growth Alloc stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 27,545 shares of EAOR stock, worth $850,865. This represents 0.23% of its overall portfolio holdings.

Number of Shares

27,545

Previous 27,290 0.93%

Holding current value

$850,865

Previous $707,000 6.65%

% of portfolio

0.23%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$25.11 - $27.05 $313,498 - $337,719	12,485 Added 84.33%	27,290 $707,000
Q3 2022 Nov 02, 2022	SELL	$25.05 - $28.11 $1,628 - $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

# of Institutions

Shares Held

120K

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE GROWTH ALLOC

Ticker EAOR
Sector Technology

More about EAOR

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Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Growth Alloc Transaction History