A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 167,757 shares of REZ stock, worth $13.7 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
167,757
Previous 151,420 10.79%
Holding current value
$13.7 Million
Previous $12.5 Billion 10.9%
% of portfolio
2.83%
Previous 2.99%

Shares

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

Aug 11, 2025

BUY
$76.14 - $86.35 $1.24 Million - $1.41 Million
16,337 Added 10.79%
167,757 $13.9 Billion
Q1 2025

Apr 30, 2025

BUY
$78.21 - $88.48 $786,636 - $889,931
10,058 Added 7.12%
151,420 $12.5 Billion
Q4 2024

Jan 29, 2025

BUY
$79.04 - $89.77 $427,685 - $485,745
5,411 Added 3.98%
141,362 $11.7 Billion
Q3 2024

Nov 05, 2024

BUY
$76.42 - $91.19 $506,817 - $604,772
6,632 Added 5.13%
135,951 $11.8 Billion
Q2 2024

Aug 13, 2024

BUY
$68.06 - $77.1 $654,873 - $741,856
9,622 Added 8.04%
129,319 $10.3 Billion
Q1 2024

May 07, 2024

BUY
$67.66 - $74.45 $844,667 - $929,433
12,484 Added 11.64%
119,697 $8.62 Billion
Q4 2023

Feb 12, 2024

BUY
$61.4 - $74.46 $1.16 Million - $1.4 Million
18,838 Added 21.32%
107,213 $7.88 Billion
Q3 2023

Nov 08, 2023

BUY
$65.29 - $76.0 $977,195 - $1.14 Million
14,967 Added 20.39%
88,375 $5.83 Billion
Q2 2023

Aug 15, 2023

BUY
$68.53 - $73.43 $1.17 Million - $1.25 Million
17,061 Added 30.28%
73,408 $5.38 Billion
Q4 2022

Feb 14, 2023

BUY
$66.83 - $73.54 $3.77 Million - $4.14 Million
56,347 New
56,347 $4.03 Billion

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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