Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,017 shares of IBDX stock, worth $147,777. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,017
Previous 3,905 54.08%
Holding current value
$147,777
Previous $95.9 Million 61.3%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.34 - $25.83 $51,406 - $54,552
2,112 Added 54.08%
6,017 $155 Million
Q1 2024

May 01, 2024
BUY
$24.5 - $25.2 $95,672 - $98,406
3,905 New
3,905 $96.9 Million

Others Institutions Holding IBDX

# of Institutions
121
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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