Cardinal Point Wealth Management Partners, LLC Ishares Trust Ishares Esg Awar 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 Trust Ishares Esg Awar stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 3,845 shares of ESGU stock, worth $491,429. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,845
Previous 3,515 9.39%
Holding current value
$491,429
Previous $297,000 16.84%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$84.05 - $92.64 $27,736 - $30,571
330 Added 9.39%
3,845 $347,000
Q3 2022

Nov 02, 2022
BUY
$79.41 - $95.97 $7,146 - $8,637
90 Added 2.63%
3,515 $283,000
Q2 2022

Jul 19, 2022
BUY
$81.27 - $102.58 $278,349 - $351,336
3,425 New
3,425 $287,000

Others Institutions Holding ESGU

# of Institutions
857
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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