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 $1.48 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
59,873
Previous 69,678 14.07%
Holding current value
$1.48 Million
Previous $1.66 Million 13.04%
% of portfolio
0.44%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.19 - $23.94 $995,848 - $1.03 Million
42,943 Added 160.62%
69,678 $1.66 Million
Q3 2022

Nov 02, 2022

SELL
$23.37 - $24.43 $33,652 - $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

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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