Cornerstone Planning Group LLC Ishares Barclays Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Barclays stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 311 shares of IEF stock, worth $29,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares

311

Previous 89 249.44%

Holding current value

$29,992

Previous $8.52 Million 253.34%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$93.91 - $97.26 $20,848 - $21,591	222 Added 249.44%	311 $30.1 Million
Q2 2025 Aug 11, 2025	SELL	$93.15 - $96.56 $71,632 - $74,254	-769 Reduced 89.63%	89 $8.52 Million
Q1 2025 Apr 30, 2025	BUY	$91.17 - $95.39 $70,383 - $73,641	772 Added 897.67%	858 $80.9 Million
Q4 2024 Jan 29, 2025	SELL	$92.08 - $98.18 $368 - $392	-4 Reduced 4.44%	86 $8 Million
Q1 2024 May 07, 2024	BUY	$93.54 - $96.82 $2,806 - $2,904	30 Added 50.0%	90 $8.32 Million

Q4 2023 Feb 12, 2024	BUY	$88.95 - $97.0 $978 - $1,067	11 Added 22.45%	60 $5.78 Million
Q3 2023 Nov 08, 2023	SELL	$91.32 - $97.13 $13,606 - $14,472	-149 Reduced 75.25%	49 $4.49 Million
Q2 2023 Aug 15, 2023	SELL	$96.39 - $100.48 $29,880 - $31,148	-310 Reduced 61.02%	198 $19.1 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $47,208 - $50,363	508 New	508 $50.7 Million

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
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Cornerstone Planning Group LLC Ishares Barclays Transaction History