Cornerstone Planning Group LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 38,096 shares of IVW stock, worth $4.61 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

38,096

Previous 1,781 2039.02%

Holding current value

$4.61 Million

Previous $201 Million 2254.08%

% of portfolio

0.76%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$108.97 - $121.65 $3.96 Million - $4.42 Million	36,315 Added 2039.02%	38,096 $4.74 Billion
Q2 2025 Aug 11, 2025	SELL	$82.96 - $110.1 $58,237 - $77,290	-702 Reduced 28.27%	1,781 $201 Million
Q1 2025 Apr 30, 2025	BUY	$92.45 - $106.69 $85,793 - $99,008	928 Added 59.68%	2,483 $224 Million
Q4 2024 Jan 29, 2025	SELL	$94.43 - $105.47 $7,459 - $8,332	-79 Reduced 4.83%	1,555 $159 Million
Q3 2024 Nov 05, 2024	SELL	$84.77 - $97.13 $56,880 - $65,174	-671 Reduced 29.11%	1,634 $161 Million

Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $13,244 - $15,582	167 Added 7.81%	2,305 $195 Million
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $22,225 - $25,967	305 Added 16.64%	2,138 $178 Million
Q4 2023 Feb 12, 2024	SELL	$65.78 - $75.4 $32,495 - $37,247	-494 Reduced 21.23%	1,833 $138 Million
Q3 2023 Nov 08, 2023	BUY	$68.05 - $72.66 $104,660 - $111,751	1,538 Added 194.93%	2,327 $159 Million
Q2 2023 Aug 15, 2023	BUY	$63.21 - $70.48 $49,872 - $55,608	789 New	789 $55.6 Million

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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