Cornerstone Planning Group LLC Ishares Tr Us Broker Dealers & Transaction History

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 144 shares of IAI stock, worth $22,527. This represents 0.01% of its overall portfolio holdings.

Number of Shares
144
Previous 113 27.43%
Holding current value
$22,527
Previous $15.4 Million 44.34%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$127.59 - $153.41 $3,955 - $4,755
31 Added 27.43%
144 $22.2 Million
Q2 2024

Aug 13, 2024
BUY
$109.7 - $120.13 $438 - $480
4 Added 3.67%
113 $13.1 Million
Q1 2024

May 07, 2024
SELL
$103.68 - $116.01 $4,354 - $4,872
-42 Reduced 27.81%
109 $12.5 Million
Q4 2022

Feb 14, 2023
BUY
$85.82 - $103.08 $12,958 - $15,565
151 New
151 $14.9 Million

Others Institutions Holding IAI

# of Institutions
173
Shares Held
9.05M
Call Options Held
5.4K
Put Options Held
300
View Full List

About ISHARES TR US BROKER-DEALERS &

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

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email