Cornerstone Planning Group LLC's ownership history for IVV

Cornerstone Planning Group LLC currently holds 10.8K shares with a market value of $7.4M. It started holding IVV on 2024-09-30. At its peak, it held 10.8K shares on 2025-09-30. Its highest holding value was $7.4M on 2025-09-30. At its lowest, it held 706 shares on 2025-06-30, with a value of $439.1K on 2024-12-31. In the recent 180 days, Cornerstone Planning Group LLC has increased its shares by 9.7K. In the recent year, Cornerstone Planning Group LLC has increased its shares by 10.0K.