Cornerstone Planning Group LLC Ishares Morningstar Mid Cap Va Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 15 shares of IMCV stock, worth $1,200. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 15
-0.0%
Holding current value
$1,200
Previous $1.16 Million
2.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
172Shares Held
7.66MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
-
Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.8 Million0.7% of portfolio
-
Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio