Cardinal Point Wealth Management Partners, LLC Ishares 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 stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 43,440 shares of ICLN stock, worth $536,049. This represents 0.26% of its overall portfolio holdings.

Number of Shares
43,440
Previous 40,860 6.31%
Holding current value
$536,049
Previous $811,000 5.92%
% of portfolio
0.26%
Previous 0.28%

Shares

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

May 10, 2023
BUY
$18.32 - $21.36 $47,265 - $55,108
2,580 Added 6.31%
43,440 $859,000
Q4 2022

Feb 07, 2023
BUY
$17.54 - $21.27 $350,536 - $425,080
19,985 Added 95.74%
40,860 $811,000
Q3 2022

Nov 02, 2022
SELL
$18.81 - $23.61 $9,405 - $11,805
-500 Reduced 2.34%
20,875 $385,000
Q2 2022

Jul 19, 2022
BUY
$16.82 - $22.08 $102,181 - $134,136
6,075 Added 39.71%
21,375 $407,000
Q1 2022

May 02, 2022
BUY
$17.57 - $21.52 $268,821 - $329,256
15,300 New
15,300 $329,000

Others Institutions Holding ICLN

# of Institutions
560
Shares Held
45.7M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

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