Cornerstone Planning Group LLC Ishares Tr Russell 1000 ETF Transaction History

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,283 shares of IWB stock, worth $746,700. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,283

Previous 2,276 0.31%

Holding current value

$746,700

Previous $645 Million 12.99%

% of portfolio

0.19%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$283.28 - $314.39 $1,982 - $2,200	7 Added 0.31%	2,283 $728 Million
Q2 2024 Aug 13, 2024	SELL	$272.21 - $298.72 $465,751 - $511,109	-1,711 Reduced 42.91%	2,276 $645 Million
Q1 2024 May 07, 2024	BUY	$257.46 - $288.1 $1,802 - $2,016	7 Added 0.18%	3,987 $1.12 Billion
Q4 2023 Feb 12, 2024	SELL	$225.16 - $263.17 $197,015 - $230,273	-875 Reduced 18.02%	3,980 $1.04 Billion
Q3 2023 Nov 08, 2023	SELL	$234.05 - $252.17 $14,745 - $15,886	-63 Reduced 1.28%	4,855 $1.14 Billion
Q2 2023 Aug 15, 2023	BUY	$221.85 - $243.74 $345,198 - $379,259	1,556 Added 46.28%	4,918 $1.2 Billion
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $662,112 - $754,735	3,362 New	3,362 $720 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

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.

Account

Cornerstone Planning Group LLC Ishares Tr Russell 1000 ETF Transaction History