Cornerstone Planning Group LLC's ownership history for IVV

Cornerstone Planning Group LLC currently holds 18.0K shares with a market value of $13.1M. It started holding IVV on 2024-09-30. At its peak, it held 18.0K shares on 2026-03-31. Its highest holding value was $13.1M on 2026-03-31. 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 7.1K. In the recent year, Cornerstone Planning Group LLC has increased its shares by 16.8K.