Cornerstone Planning Group LLC Invesco S&P Smallcap Value Wit Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,211 shares of XSVM stock, worth $66,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,211
Previous 1,203 0.67%
Holding current value
$66,338
Previous $63.3 Million 4.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$51.33 - $58.15 $410 - $465
8 Added 0.67%
1,211 $66.2 Million
Q2 2025

Aug 11, 2025
BUY
$44.22 - $52.08 $265 - $312
6 Added 0.5%
1,203 $63.3 Million
Q1 2025

Apr 30, 2025
BUY
$49.34 - $55.91 $493 - $559
10 Added 0.84%
1,197 $56.8 Million
Q4 2024

Jan 29, 2025
BUY
$53.38 - $60.64 $213 - $242
4 Added 0.34%
1,187 $66.3 Million
Q3 2024

Nov 05, 2024
BUY
$51.3 - $59.04 $256 - $295
5 Added 0.42%
1,183 $64.1 Million
Q2 2024

Aug 13, 2024
SELL
$51.57 - $56.54 $1,650 - $1,809
-32 Reduced 2.64%
1,178 $62.4 Million
Q1 2024

May 07, 2024
SELL
$50.53 - $56.94 $6,467 - $7,288
-128 Reduced 9.57%
1,210 $65.9 Million
Q4 2023

Feb 12, 2024
SELL
$45.09 - $55.21 $7,800 - $9,551
-173 Reduced 11.45%
1,338 $72.5 Million
Q3 2023

Nov 08, 2023
SELL
$45.54 - $50.67 $1,138 - $1,266
-25 Reduced 1.63%
1,511 $72.8 Million
Q2 2023

Aug 15, 2023
BUY
$42.07 - $47.06 $1,598 - $1,788
38 Added 2.54%
1,536 $71.3 Million
Q4 2022

Feb 14, 2023
BUY
$42.21 - $50.23 $63,230 - $75,244
1,498 New
1,498 $71.2 Million

Others Institutions Holding XSVM

# of Institutions
136
Shares Held
6.76M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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