Cornerstone Planning Group LLC Ishares Tr Transaction History

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2 shares of SHV stock, worth $220. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 3 33.33%
Holding current value
$220
Previous $225,000 1.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
SELL
$110.05 - $110.63 $110 - $110
-1 Reduced 33.33%
2 $228,000
Q2 2024

Aug 13, 2024
SELL
$110.04 - $110.51 $660 - $663
-6 Reduced 66.67%
3 $225,000
Q1 2024

May 07, 2024
BUY
$110.11 - $110.57 $110 - $110
1 Added 12.5%
9 $882,000
Q3 2023

Nov 08, 2023
SELL
$109.99 - $110.5 $2,969 - $2,983
-27 Reduced 77.14%
8 $884,000
Q2 2023

Aug 15, 2023
SELL
$110.0 - $110.45 $3,740 - $3,755
-34 Reduced 49.28%
35 $3.87 Million
Q4 2022

Feb 14, 2023
BUY
$109.74 - $110.1 $7,572 - $7,596
69 New
69 $7.6 Million

Others Institutions Holding SHV

# of Institutions
724
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email