Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 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 172,308 shares of REZ stock, worth $14.5 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
172,308
Previous 167,757 2.71%
Holding current value
$14.5 Million
Previous $13.9 Billion 1.88%
% of portfolio
2.26%
Previous 2.83%

Shares

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

Nov 04, 2025
BUY
$81.06 - $85.23 $368,904 - $387,881
4,551 Added 2.71%
172,308 $14.1 Billion
Q2 2025

Aug 11, 2025
BUY
$76.14 - $86.35 $1.24 Million - $1.41 Million
16,337 Added 10.79%
167,757 $13.9 Billion
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
186
Shares Held
4.9M
Call Options Held
0
Put Options Held
7.8K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email