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

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IEI

# of Institutions

741

Shares Held

84.5M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.11 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$659 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$492 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$454 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$437 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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.