A detailed history of Cornerstone Planning Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,013 shares of IWN stock, worth $166,243. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,013
Previous 1,009 0.4%
Holding current value
$166,243
Previous $156 Million 8.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024

BUY
$150.05 - $171.34 $600 - $685
4 Added 0.4%
1,013 $169 Million
Q2 2024

Aug 13, 2024

BUY
$146.03 - $158.93 $147,052 - $160,042
1,007 Added 50350.0%
1,009 $156 Million
Q4 2023

Feb 12, 2024

SELL
$125.51 - $158.2 $1,757 - $2,214
-14 Reduced 87.5%
2 $311,000
Q3 2023

Nov 08, 2023

BUY
$133.8 - $151.24 $2,140 - $2,419
16 New
16 $2.17 Million
Q4 2022

Feb 14, 2023

BUY
$131.32 - $149.64 $10,111 - $11,522
77 New
77 $11.1 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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.