Cornerstone Planning Group LLC Ishare Morningstar Mid Cap Gro Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

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 329,167 shares of IMCG stock, worth $23.6 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

329,167

Previous 311,080 5.81%

Holding current value

$23.6 Million

Previous $24.5 Billion 6.51%

% of portfolio

5.47%

Previous 6.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$69.69 - $79.99 $1.26 Million - $1.45 Million	18,087 Added 5.81%	329,167 $22.9 Billion
Q4 2024 Jan 29, 2025	BUY	$72.18 - $81.41 $67,416 - $76,036	934 Added 0.3%	311,080 $24.5 Billion
Q3 2024 Nov 05, 2024	BUY	$65.15 - $72.97 $1.14 Million - $1.28 Million	17,527 Added 5.99%	310,146 $23 Billion
Q2 2024 Aug 13, 2024	BUY	$65.46 - $70.15 $1.23 Million - $1.32 Million	18,848 Added 6.88%	292,619 $19.1 Billion
Q1 2024 May 07, 2024	BUY	$62.4 - $70.68 $1.03 Million - $1.17 Million	16,574 Added 6.44%	273,771 $18.5 Billion
Q4 2023 Feb 12, 2024	BUY	$53.24 - $64.9 $1.34 Million - $1.64 Million	25,256 Added 10.89%	257,197 $16.6 Billion
Q3 2023 Nov 08, 2023	BUY	$56.42 - $63.15 $2.1 Million - $2.35 Million	37,267 Added 19.14%	231,941 $13.3 Billion
Q2 2023 Aug 15, 2023	BUY	$55.21 - $60.94 $1.85 Million - $2.04 Million	33,506 Added 20.79%	194,674 $11.9 Billion
Q4 2022 Feb 14, 2023	BUY	$49.2 - $57.69 $7.93 Million - $9.3 Million	161,168 New	161,168 $8.94 Billion

Others Institutions Holding IMCG

# of Institutions

387

Shares Held

21.1M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Cornerstone Planning Group LLC Ishare Morningstar Mid Cap Gro Transaction History