Cornerstone Planning Group LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Number of Shares
37,244
Previous 802 4543.89%
Holding current value
$1.98 Billion
Previous $42.4 Million 4585.56%
% of portfolio
0.32%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
N/A
36,442 Added 4543.89%
37,244 $1.98 Billion
Q2 2025

Aug 11, 2025
SELL
N/A
-410 Reduced 33.83%
802 $42.4 Million
Q1 2025

Apr 30, 2025
BUY
N/A
353 Added 41.09%
1,212 $62.9 Million
Q4 2024

Jan 29, 2025
SELL
N/A
-72 Reduced 7.73%
859 $45.1 Million
Q3 2024

Nov 05, 2024
SELL
N/A
-37 Reduced 3.82%
931 $49.1 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-243 Reduced 20.07%
968 $50.9 Million
Q1 2024

May 07, 2024
BUY
N/A
1,211 New
1,211 $62.9 Million
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