Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

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 151,420 shares of REZ stock, worth $12.4 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

151,420

Previous 141,362 7.12%

Holding current value

$12.4 Million

Previous $11.7 Billion 6.47%

% of portfolio

2.99%

Previous 2.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$78.21 - $88.48 $786,636 - $889,931	10,058 Added 7.12%	151,420 $12.5 Billion
Q4 2024 Jan 29, 2025	BUY	$79.04 - $89.77 $427,685 - $485,745	5,411 Added 3.98%	141,362 $11.7 Billion
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

# of Institutions

189

Shares Held

5.13M

Call Options Held

10.8K

Put Options Held

11.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History