Cardinal Point Wealth Management Partners, LLC Ishares Tr Russell 1000 ETF 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 979 shares of IWB stock, worth $298,624. This represents 0.07% of its overall portfolio holdings.

Number of Shares
979
Previous 979 -0.0%
Holding current value
$298,624
Previous $206,000 6.8%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023
BUY
$196.94 - $224.49 $192,804 - $219,775
979 New
979 $206,000
Q2 2022

Jul 19, 2022
BUY
$201.03 - $253.2 $196,808 - $247,882
979 New
979 $203,000

Others Institutions Holding IWB

# of Institutions
1,479
Shares Held
98.5M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email