Cornerstone Planning Group LLC Ishares Barclays 20+ Year Trea Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 598 shares of TLT stock, worth $53,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares

598

Previous 743 19.52%

Holding current value

$53,754

Previous $68.4 Million 22.78%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$87.1 - $98.49 $12,629 - $14,281	-145 Reduced 19.52%	598 $52.8 Million
Q3 2024 Nov 05, 2024	SELL	$89.91 - $101.33 $41,538 - $46,814	-462 Reduced 38.34%	743 $68.4 Million
Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $20,803 - $22,436	-237 Reduced 16.44%	1,205 $119 Million
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $128,222 - $137,319	-1,391 Reduced 49.1%	1,442 $130 Million
Q4 2023 Feb 12, 2024	SELL	$82.77 - $100.51 $98,579 - $119,707	-1,191 Reduced 29.6%	2,833 $280 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $296,880 - $345,706	3,358 Added 504.2%	4,024 $357 Million
Q2 2023 Aug 15, 2023	SELL	$100.28 - $108.53 $15,643 - $16,930	-156 Reduced 18.98%	666 $68.6 Million
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $75,952 - $89,984	822 New	822 $88.7 Million

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

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About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Cornerstone Planning Group LLC Ishares Barclays 20+ Year Trea Transaction History