Cornerstone Planning Group LLC Ishares Tr Russell 200 Growth Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 7,757 shares of IWY stock, worth $1.83 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,757

Previous 9,844 21.2%

Holding current value

$1.83 Million

Previous $2.23 Billion 18.23%

% of portfolio

0.45%

Previous 0.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$216.72 - $244.71 $452,294 - $510,709	-2,087 Reduced 21.2%	7,757 $1.82 Billion
Q3 2024 Nov 05, 2024	SELL	$194.66 - $225.97 $104,143 - $120,893	-535 Reduced 5.15%	9,844 $2.23 Billion
Q2 2024 Aug 13, 2024	BUY	$183.56 - $216.15 $1,835 - $2,161	10 Added 0.1%	10,379 $2.02 Billion
Q1 2024 May 07, 2024	SELL	$170.38 - $196.82 $48,217 - $55,700	-283 Reduced 2.66%	10,369 $2 Billion
Q4 2023 Feb 12, 2024	BUY	$149.01 - $175.92 $69,289 - $81,802	465 Added 4.56%	10,652 $1.87 Billion
Q3 2023 Nov 08, 2023	SELL	$152.69 - $164.44 $305 - $328	-2 Reduced 0.02%	10,187 $1.57 Billion
Q2 2023 Aug 15, 2023	SELL	$136.24 - $158.56 $2.62 Million - $3.05 Million	-19,240 Reduced 65.38%	10,189 $1.62 Billion
Q4 2022 Feb 14, 2023	BUY	$117.55 - $131.34 $3.46 Million - $3.87 Million	29,429 New	29,429 $3.62 Billion

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Cornerstone Planning Group LLC Ishares Tr Russell 200 Growth Transaction History