Cornerstone Planning Group LLC Ishare Morningstar Mid Cap Gro Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 273,771 shares of IMCG stock, worth $18.5 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
273,771
Previous 257,197
6.44%
Holding current value
$18.5 Million
Previous $16.6 Billion
11.35%
% of portfolio
5.74%
Previous 5.47%
Shares
5 transactions
Others Institutions Holding IMCG
# of Institutions
308Shares Held
16.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$99.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY899KShares$60.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN888KShares$60.2 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO698KShares$47.3 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL623KShares$42.2 Million0.07% of portfolio