Cornerstone Planning Group LLC Ishares S&P 500 Value ETF Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 17,031 shares of IVE stock, worth $3.57 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

17,031

Previous 244 6879.92%

Holding current value

$3.57 Million

Previous $47.9 Million 7314.48%

% of portfolio

0.57%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$194.44 - $206.51 $3.26 Million - $3.47 Million	16,787 Added 6879.92%	17,031 $3.55 Billion
Q2 2025 Aug 11, 2025	SELL	$168.34 - $195.42 $40,401 - $46,900	-240 Reduced 49.59%	244 $47.9 Million
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $62,050 - $66,325	334 Added 222.67%	484 $86.9 Million
Q4 2024 Jan 29, 2025	SELL	$189.5 - $206.17 $1,516 - $1,649	-8 Reduced 5.06%	150 $29.8 Million
Q3 2024 Nov 05, 2024	SELL	$181.06 - $197.17 $27,702 - $30,167	-153 Reduced 49.2%	158 $30.9 Million

Q2 2024 Aug 13, 2024	SELL	$176.58 - $186.7 $35,316 - $37,340	-200 Reduced 39.14%	311 $56.5 Million
Q1 2024 May 07, 2024	BUY	$171.09 - $186.81 $86,913 - $94,899	508 Added 16933.33%	511 $92.1 Million
Q3 2023 Nov 08, 2023	BUY	$153.33 - $166.75 $459 - $500	3 New	3 $462,000

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Cornerstone Planning Group LLC Ishares S&P 500 Value ETF Transaction History