A detailed history of Cornerstone Planning Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 802 shares of IVV stock, worth $475,722. This represents 0.12% of its overall portfolio holdings.

Number of Shares
802
Previous 1,424 43.68%
Holding current value
$475,722
Previous $741 Million 36.68%
% of portfolio
0.12%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$520.18 - $576.82 $323,551 - $358,782
-622 Reduced 43.68%
802 $469 Million
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $667,187 - $737,067
-1,341 Reduced 48.5%
1,424 $741 Million
Q1 2024

May 07, 2024

SELL
$469.56 - $525.73 $886,529 - $992,578
-1,888 Reduced 40.58%
2,765 $1.42 Billion
Q4 2023

Feb 12, 2024

SELL
$412.55 - $479.0 $966,604 - $1.12 Million
-2,343 Reduced 33.49%
4,653 $2.22 Billion
Q3 2023

Nov 08, 2023

BUY
$427.76 - $460.18 $855 - $920
2 Added 0.03%
6,996 $3 Billion
Q2 2023

Aug 15, 2023

SELL
$406.17 - $445.71 $1.7 Million - $1.86 Million
-4,175 Reduced 37.38%
6,994 $3.12 Billion
Q4 2022

Feb 14, 2023

BUY
$357.98 - $409.32 $4 Million - $4.57 Million
11,169 New
11,169 $4.36 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.