Cornerstone Planning Group LLC Ishares Tr Core Aggressive All Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 14,089 shares of AOA stock, worth $1.11 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,089

Previous 14,061 0.2%

Holding current value

$1.11 Million

Previous $1.1 Billion 0.5%

% of portfolio

0.27%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$76.61 - $79.88 $2,145 - $2,236	28 Added 0.2%	14,089 $1.1 Billion
Q3 2024 Nov 05, 2024	SELL	$72.11 - $79.05 $72,758 - $79,761	-1,009 Reduced 6.7%	14,061 $1.1 Billion
Q2 2024 Aug 13, 2024	BUY	$70.02 - $75.08 $54,335 - $58,262	776 Added 5.43%	15,070 $1.09 Billion
Q1 2024 May 07, 2024	SELL	$67.75 - $73.5 $9,959 - $10,804	-147 Reduced 1.02%	14,294 $1.03 Billion
Q4 2023 Feb 12, 2024	BUY	$60.96 - $69.28 $98,023 - $111,402	1,608 Added 12.53%	14,441 $997 Million
Q3 2023 Nov 08, 2023	BUY	$63.24 - $67.72 $139,507 - $149,390	2,206 Added 20.76%	12,833 $815 Million
Q2 2023 Aug 15, 2023	BUY	$63.04 - $66.51 $17,714 - $18,689	281 Added 2.72%	10,627 $705 Million
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $569,754 - $648,590	10,346 New	10,346 $643 Million

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Cornerstone Planning Group LLC Ishares Tr Core Aggressive All Transaction History