Cornerstone Planning Group LLC ISHARES U.S. THEMATIC ROTATION ACTIVE ETF Transaction History

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Number of Shares
629
Previous 80 686.25%
Holding current value
$22.6 Million
Previous $2.47 Million 816.16%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
549 Added 686.25%
629 $22.6 Million
Q1 2025

Apr 30, 2025
BUY
N/A
80 New
80 $2.47 Million
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