Cardinal Point Wealth Management Partners, LLC Ishares Tr 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 stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 30,856 shares of SHV stock, worth $3.41 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
30,856
Previous 33,280 7.28%
Holding current value
$3.41 Million
Previous $3.66 Million 6.81%
% of portfolio
1.04%
Previous 1.27%

Shares

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

May 10, 2023
SELL
$109.94 - $110.5 $266,494 - $267,852
-2,424 Reduced 7.28%
30,856 $3.41 Million
Q4 2022

Feb 07, 2023
BUY
$109.74 - $110.1 $3.65 Million - $3.66 Million
33,280 New
33,280 $3.66 Million
Q2 2022

Jul 19, 2022
SELL
$109.96 - $110.28 $236,414 - $237,102
-2,150 Reduced 6.34%
31,775 $3.5 Million
Q1 2022

May 02, 2022
SELL
$110.22 - $110.4 $1.06 Million - $1.06 Million
-9,625 Reduced 22.1%
33,925 $3.74 Million
Q4 2021

Feb 10, 2022
BUY
$110.39 - $110.47 $4.81 Million - $4.81 Million
43,550 New
43,550 $4.81 Million

Others Institutions Holding SHV

# of Institutions
776
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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