Cornerstone Planning Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 207,798 shares of IJR stock, worth $24 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
207,798
Previous 195,728
6.17%
Holding current value
$24 Million
Previous $21 Billion
6.7%
% of portfolio
6.41%
Previous 6.52%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio