Cornerstone Planning Group LLC Ishares Russell 1000 Val ETF Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,054 shares of IWD stock, worth $215,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,054

Previous 193 446.11%

Holding current value

$215,848

Previous $37.6 Million 471.94%

% of portfolio

0.03%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$192.76 - $203.86 $165,966 - $175,523	861 Added 446.11%	1,054 $215 Million
Q2 2025 Aug 11, 2025	SELL	$166.82 - $194.23 $10,009 - $11,653	-60 Reduced 23.72%	193 $37.6 Million
Q1 2025 Apr 30, 2025	SELL	$182.82 - $196.21 $12,980 - $13,930	-71 Reduced 21.91%	253 $45.1 Million
Q4 2024 Jan 29, 2025	SELL	$183.23 - $199.79 $732 - $799	-4 Reduced 1.22%	324 $62.9 Million
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $9,147 - $9,668	54 Added 19.71%	328 $57.1 Million

Q1 2024 May 07, 2024	SELL	$161.84 - $179.11 $9,710 - $10,746	-60 Reduced 17.96%	274 $47.4 Million
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $45,684 - $53,102	334 New	334 $51.4 Million

Others Institutions Holding IWD

# of Institutions

1,996

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Cornerstone Planning Group LLC Ishares Russell 1000 Val ETF Transaction History