Cardinal Point Wealth Management Partners, LLC Ishares S&P Smallcap 600 Value 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 S&P Smallcap 600 Value stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 2,576 shares of IJS stock, worth $283,875. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,576
Previous 2,576 -0.0%
Holding current value
$283,875
Previous $235,000 2.55%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023
SELL
$84.57 - $97.98 $10,148 - $11,757
-120 Reduced 4.45%
2,576 $235,000
Q4 2021

Feb 10, 2022
BUY
$99.12 - $110.76 $267,227 - $298,608
2,696 New
2,696 $282,000

Others Institutions Holding IJS

# of Institutions
850
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email