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

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Number of Shares
53,442
Previous 629 8396.34%
Holding current value
$2.06 Billion
Previous $22.6 Million 9014.83%
% of portfolio
0.33%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
N/A
52,813 Added 8396.34%
53,442 $2.06 Billion
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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