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 $360,154. This represents 0.07% of its overall portfolio holdings.
Number of Shares
979
Previous 979
-0.0%
Holding current value
$360,154
Previous $206,000
6.8%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,615Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio