Cardinal Point Wealth Management Partners, LLC Ishares S&P Smallcap 600 Value 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 S&P Smallcap 600 Value stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 2,576 shares of IJS stock, worth $279,624. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,576
-0.0%
Holding current value
$279,624
Previous $235,000
2.55%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IJS
# of Institutions
874Shares Held
41.7MCall Options Held
20KPut Options Held
11.6K-
Morgan Stanley New York, NY3.49MShares$378 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$365 Million0.03% of portfolio
-
Regions Financial Corp1.5MShares$162 Million1.16% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$141 Million0.03% of portfolio
-
M&T Bank Corp1.22MShares$132 Million0.06% of portfolio