Cornerstone Planning Group LLC Ishare Morningstar Mid Cap Gro Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 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 354,086 shares of IMCG stock, worth $29.3 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
354,086
Previous 329,167
7.57%
Holding current value
$29.3 Million
Previous $22.9 Billion
25.4%
% of portfolio
5.85%
Previous 5.47%
Shares
10 transactions
Others Institutions Holding IMCG
# of Institutions
405Shares Held
22.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.13MShares$177 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$123 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.01MShares$83.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL973KShares$80.5 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO782KShares$64.7 Million0.05% of portfolio