Cornerstone Planning Group LLC Ishares Barclays 3 7 Yr Treas Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 724 shares of IEI stock, worth $86,460. This represents 0.01% of its overall portfolio holdings.

Number of Shares

724

Previous 444 63.06%

Holding current value

$86,460

Previous $52.8 Million 63.98%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$117.65 - $120.08 $32,942 - $33,622	280 Added 63.06%	724 $86.6 Million
Q2 2025 Aug 11, 2025	SELL	$116.93 - $119.39 $94,011 - $95,989	-804 Reduced 64.42%	444 $52.8 Million
Q1 2025 Apr 30, 2025	BUY	$114.57 - $118.14 $132,099 - $136,215	1,153 Added 1213.68%	1,248 $147 Million
Q4 2024 Jan 29, 2025	SELL	$115.08 - $119.55 $15,765 - $16,378	-137 Reduced 59.05%	95 $11 Million
Q3 2024 Nov 05, 2024	SELL	$114.73 - $120.23 $35,451 - $37,151	-309 Reduced 57.12%	232 $27.2 Million

Q1 2024 May 07, 2024	BUY	$114.97 - $117.54 $114 - $117	1 Added 0.19%	541 $61.8 Million
Q2 2023 Aug 15, 2023	BUY	$115.23 - $119.04 $1,497 - $1,547	13 Added 2.47%	540 $62.2 Million
Q4 2022 Feb 14, 2023	BUY	$112.33 - $116.76 $59,197 - $61,532	527 New	527 $62.1 Million

Others Institutions Holding IEI

# of Institutions

900

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Account

Cornerstone Planning Group LLC Ishares Barclays 3 7 Yr Treas Transaction History