Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 225 shares of IBHG stock, worth $5,017. This represents 0.0% of its overall portfolio holdings.
Number of Shares
225
Previous 225
-0.0%
Holding current value
$5,017
Previous $5.07 Million
0.22%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBHG
# of Institutions
102Shares Held
9.95MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio