Cornerstone Planning Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 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 195,728 shares of IJR stock, worth $20.7 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
195,728
Previous 182,111
7.48%
Holding current value
$20.7 Million
Previous $19.7 Billion
6.36%
% of portfolio
6.52%
Previous 6.51%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio