Cornerstone Planning Group LLC Ishares Russell 2000 Gwt ETF Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 730 shares of IWO stock, worth $227,847. This represents 0.04% of its overall portfolio holdings.

Number of Shares
730
Previous 653 11.79%
Holding current value
$227,847
Previous $191 Million 24.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2025
BUY
$284.45 - $324.95 $21,902 - $25,021
77 Added 11.79%
730 $239 Million
Q2 2025

Aug 11, 2025
SELL
$224.16 - $285.86 $16,812 - $21,439
-75 Reduced 10.3%
653 $191 Million
Q1 2025

Apr 30, 2025
BUY
$254.58 - $302.92 $6,364 - $7,573
25 Added 3.56%
728 $179 Million
Q4 2024

Jan 29, 2025
BUY
$278.19 - $315.36 $834 - $946
3 Added 0.43%
703 $207 Million
Q3 2024

Nov 05, 2024
BUY
$256.4 - $289.78 $256 - $289
1 Added 0.14%
700 $201 Million
Q2 2024

Aug 13, 2024
BUY
$245.29 - $268.7 $171,457 - $187,821
699 New
699 $180 Million

Others Institutions Holding IWO

# of Institutions
1,155
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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