Cardinal Point Wealth Management Partners, LLC Ishares Core S&P 500 ETF Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$366.99 - $458.8 $191,201 - $239,034	-521 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$418.06 - $479.84 $197,742 - $226,964	-473 Reduced 47.59%	521 $236,000
Q4 2021 Feb 10, 2022	BUY	$430.29 - $479.53 $427,708 - $476,652	994 New	994 $474,000

Others Institutions Holding IVV

# of Institutions

3,251

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

Black Rock Inc. New York, NY

63.6M
Shares

$35.5 Billion
0.79% of portfolio
Northwestern Mutual Wealth Management CO

32.3M
Shares

$18 Billion
17.47% of portfolio
Envestnet Asset Management Inc

29.7M
Shares

$16.6 Billion
5.94% of portfolio
Bank Of America Corp Charlotte, NC

23.5M
Shares

$13.1 Billion
1.17% of portfolio
Creative Planning Overland Park, KS

20.6M
Shares

$11.5 Billion
12.02% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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