Cornerstone Wealth Group, LLC Ishares Tr Transaction History
Cornerstone Wealth Group, LLC
- $1.42 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 19,936 shares of IDV stock, worth $761,953. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,936
Previous 10,121
96.98%
Holding current value
$761,953
Previous $349,000
108.6%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
587Shares Held
91.6MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio