Cardinal Point Wealth Management Partners, LLC Ishares S&P Smallcap 600 Value Call Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

Morgan Stanley New York, NY

3.49M
Shares

$379 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$366 Million
0.03% of portfolio
M&T Bank Corp

1.52M
Shares

$165 Million
0.54% of portfolio
Regions Financial Corp

1.5M
Shares

$163 Million
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$141 Million
0.03% of portfolio

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account