Cardinal Point Wealth Management Partners, LLC Ishares Tr Ishares Esg Aware 1 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 Ishares Esg Aware 1 stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 59,873 shares of SUSB stock, worth $1.47 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

59,873

Previous 69,678 14.07%

Holding current value

$1.47 Million

Previous $1.66 Million 13.04%

% of portfolio

0.44%

Previous 0.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$23.63 - $24.19 $231,692 - $237,182	-9,805 Reduced 14.07%	59,873 $1.44 Million
Q4 2022 Feb 07, 2023	BUY	$23.32 - $23.94 $1 Million - $1.03 Million	42,943 Added 160.62%	69,678 $1.66 Million
Q3 2022 Nov 02, 2022	SELL	$23.57 - $24.43 $33,940 - $35,179	-1,440 Reduced 5.11%	26,735 $626,000
Q2 2022 Jul 19, 2022	BUY	$23.73 - $24.6 $228,994 - $237,390	9,650 Added 52.09%	28,175 $679,000
Q4 2021 Feb 10, 2022	BUY	$25.61 - $25.99 $474,425 - $481,464	18,525 New	18,525 $475,000

Others Institutions Holding SUSB

# of Institutions

270

Shares Held

24.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Cardinal Point Wealth Management Partners, LLC Ishares Tr Ishares Esg Aware 1 Transaction History