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 $260,974. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,576
-0.0%
Holding current value
$260,974
Previous $235,000
2.55%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IJS
# of Institutions
896Shares Held
39.4MCall Options Held
17.8KPut Options Held
8.7K-
Morgan Stanley New York, NY3.46MShares$350 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.22MShares$327 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$140 Million0.03% of portfolio
-
Portfolio Solutions, LLC Troy, MI1.1MShares$112 Million11.47% of portfolio
-
Ubs Group Ag1.09MShares$110 Million0.02% of portfolio