Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi 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 2028 Term Hi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,716 shares of IBHH stock, worth $133,468. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,716
Previous 1,711
234.07%
Holding current value
$133,468
Previous $39.6 Million
243.89%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBHH
# of Institutions
42Shares Held
3.06MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.3 Million1.15% of portfolio
-
New Edge Advisors, LLC New Orleans, LA548KShares$12.8 Million0.09% of portfolio
-
Lbmc Investment Advisors, LLC251KShares$5.86 Million0.47% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.97 Million0.01% of portfolio
-
Monumental Financial Group Inc.129KShares$3.02 Million1.15% of portfolio