Cornerstone Planning Group LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Number of Shares
802
Previous 1,212 33.83%
Holding current value
$42.4 Million
Previous $62.9 Million 32.66%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-410 Reduced 33.83%
802 $42.4 Million
Q1 2025

Apr 30, 2025
BUY
N/A
353 Added 41.09%
1,212 $62.9 Million
Q4 2024

Jan 29, 2025
SELL
N/A
-72 Reduced 7.73%
859 $45.1 Million
Q3 2024

Nov 05, 2024
SELL
N/A
-37 Reduced 3.82%
931 $49.1 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-243 Reduced 20.07%
968 $50.9 Million
Q1 2024

May 07, 2024
BUY
N/A
1,211 New
1,211 $62.9 Million
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