Cornerstone Planning Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Cornerstone Planning Group LLC

$490 Billion
Q2 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 130 shares of USMV stock, worth $12,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Previous 130 -0.0%

Holding current value

$12,405

Previous $11.7 Million 2.6%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$87.68 - $94.52 $4,296 - $4,631	49 Added 60.49%	130 $11.7 Million
Q3 2024 Nov 05, 2024	SELL	$83.76 - $91.82 $8,292 - $9,090	-99 Reduced 55.0%	81 $7.4 Million
Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $22,777 - $24,119	-285 Reduced 61.29%	180 $15.2 Million
Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $64,935 - $69,705	-834 Reduced 64.2%	465 $37.7 Million
Q4 2023 Feb 12, 2024	SELL	$70.56 - $78.63 $119,669 - $133,356	-1,696 Reduced 56.63%	1,299 $101 Million
Q3 2023 Nov 08, 2023	SELL	$72.38 - $76.06 $47,915 - $50,351	-662 Reduced 18.1%	2,995 $217 Million
Q2 2023 Aug 15, 2023	SELL	$71.44 - $74.33 $155,596 - $161,890	-2,178 Reduced 37.33%	3,657 $272 Million
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $383,651 - $440,542	5,835 New	5,835 $418 Million

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Cornerstone Planning Group LLC Ishares Msci Usa Min Vol Facto Transaction History