A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 135,951 shares of REZ stock, worth $11 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
135,951
Previous 129,319 5.13%
Holding current value
$11 Million
Previous $10.3 Billion 14.59%
% of portfolio
3.13%
Previous 2.96%

Shares

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

Nov 05, 2024

BUY
$76.42 - $91.19 $506,817 - $604,772
6,632 Added 5.13%
135,951 $11.8 Billion
Q2 2024

Aug 13, 2024

BUY
$68.06 - $77.1 $654,873 - $741,856
9,622 Added 8.04%
129,319 $10.3 Billion
Q1 2024

May 07, 2024

BUY
$67.66 - $74.45 $844,667 - $929,433
12,484 Added 11.64%
119,697 $8.62 Billion
Q4 2023

Feb 12, 2024

BUY
$61.4 - $74.46 $1.16 Million - $1.4 Million
18,838 Added 21.32%
107,213 $7.88 Billion
Q3 2023

Nov 08, 2023

BUY
$65.29 - $76.0 $977,195 - $1.14 Million
14,967 Added 20.39%
88,375 $5.83 Billion
Q2 2023

Aug 15, 2023

BUY
$68.53 - $73.43 $1.17 Million - $1.25 Million
17,061 Added 30.28%
73,408 $5.38 Billion
Q4 2022

Feb 14, 2023

BUY
$66.83 - $73.54 $3.77 Million - $4.14 Million
56,347 New
56,347 $4.03 Billion

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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.