Cornerstone Planning Group LLC Ishares Tr Russell 200 Growth Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 7,338 shares of IWY stock, worth $2.03 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,338
Previous 7,267 0.98%
Holding current value
$2.03 Million
Previous $1.84 Billion 13.1%
% of portfolio
0.33%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$243.93 - $275.62 $17,319 - $19,569
71 Added 0.98%
7,338 $2.08 Billion
Q2 2025

Aug 11, 2025
SELL
$187.5 - $246.51 $20,062 - $26,376
-107 Reduced 1.45%
7,267 $1.84 Billion
Q1 2025

Apr 30, 2025
SELL
$210.19 - $243.33 $80,502 - $93,195
-383 Reduced 4.94%
7,374 $1.5 Billion
Q4 2024

Jan 29, 2025
SELL
$216.72 - $244.71 $452,294 - $510,709
-2,087 Reduced 21.2%
7,757 $1.82 Billion
Q3 2024

Nov 05, 2024
SELL
$194.66 - $225.97 $104,143 - $120,893
-535 Reduced 5.15%
9,844 $2.23 Billion
Q2 2024

Aug 13, 2024
BUY
$183.56 - $216.15 $1,835 - $2,161
10 Added 0.1%
10,379 $2.02 Billion
Q1 2024

May 07, 2024
SELL
$170.38 - $196.82 $48,217 - $55,700
-283 Reduced 2.66%
10,369 $2 Billion
Q4 2023

Feb 12, 2024
BUY
$149.01 - $175.92 $69,289 - $81,802
465 Added 4.56%
10,652 $1.87 Billion
Q3 2023

Nov 08, 2023
SELL
$152.69 - $164.44 $305 - $328
-2 Reduced 0.02%
10,187 $1.57 Billion
Q2 2023

Aug 15, 2023
SELL
$136.24 - $158.56 $2.62 Million - $3.05 Million
-19,240 Reduced 65.38%
10,189 $1.62 Billion
Q4 2022

Feb 14, 2023
BUY
$117.55 - $131.34 $3.46 Million - $3.87 Million
29,429 New
29,429 $3.62 Billion

Others Institutions Holding IWY

# of Institutions
674
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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