Cornerstone Wealth Group, LLC Ishares Tr Transaction History

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Cornerstone Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 7,468 shares of DVY stock, worth $978,980. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,468
Previous 8,567 12.83%
Holding current value
$978,980
Previous $1.12 Million 10.85%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$128.58 - $138.1 $141,309 - $151,771
-1,099 Reduced 12.83%
7,468 $1 Million
Q4 2024

Jan 22, 2025
BUY
$129.55 - $143.41 $8,032 - $8,891
62 Added 0.73%
8,567 $1.12 Million
Q3 2024

Oct 25, 2024
SELL
$119.99 - $135.74 $2,399 - $2,714
-20 Reduced 0.23%
8,505 $1.15 Million
Q2 2024

Jul 24, 2024
SELL
$115.73 - $125.75 $29,858 - $32,443
-258 Reduced 2.94%
8,525 $1.03 Million
Q1 2024

Apr 17, 2024
BUY
$113.31 - $123.18 $995,201 - $1.08 Million
8,783 New
8,783 $1.08 Million

Others Institutions Holding DVY

# of Institutions
1,453
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth 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 Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email