Cornerstone Planning Group LLC Northern Lts Fd Tr Iv Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4,166 shares of ISMD stock, worth $155,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,166

Previous 4,154 0.29%

Holding current value

$155,225

Previous $150 Million 5.08%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$35.1 - $39.69 $421 - $476	12 Added 0.29%	4,166 $158 Million
Q2 2025 Aug 11, 2025	BUY	$29.72 - $35.6 $416 - $498	14 Added 0.34%	4,154 $150 Million
Q1 2025 Apr 30, 2025	BUY	$33.87 - $38.9 $541 - $622	16 Added 0.39%	4,140 $132 Million
Q4 2024 Jan 29, 2025	BUY	$36.81 - $40.75 $331 - $366	9 Added 0.22%	4,124 $159 Million
Q3 2024 Nov 05, 2024	BUY	$34.03 - $38.37 $408 - $460	12 Added 0.29%	4,115 $154 Million

Q2 2024 Aug 13, 2024	BUY	$32.98 - $36.17 $560 - $614	17 Added 0.42%	4,103 $143 Million
Q1 2024 May 07, 2024	BUY	$32.83 - $36.01 $492 - $540	15 Added 0.37%	4,086 $142 Million
Q2 2023 Aug 15, 2023	BUY	$29.27 - $32.13 $119,158 - $130,801	4,071 New	4,071 $131 Million

Others Institutions Holding ISMD

# of Institutions

Shares Held

3.59M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV

Ticker ISMD
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Cornerstone Planning Group LLC Northern Lts Fd Tr Iv Transaction History