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 $1.5 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

59,873

Previous 69,678 14.07%

Holding current value

$1.5 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	$23.19 - $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

# of Institutions

334

Shares Held

28.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

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.

Account

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