Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,389 shares of IBTJ stock, worth $95,372. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,389

Previous 3,580 22.6%

Holding current value

$95,372

Previous $79.1 Million 18.28%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$21.25 - $22.07 $17,191 - $17,854	809 Added 22.6%	4,389 $93.6 Million
Q3 2024 Nov 12, 2024	BUY	$21.22 - $22.22 $7,724 - $8,088	364 Added 11.32%	3,580 $79.1 Million
Q2 2024 Aug 06, 2024	BUY	$21.0 - $21.44 $54,369 - $55,508	2,589 Added 412.92%	3,216 $68.7 Million
Q1 2024 May 01, 2024	BUY	$21.33 - $21.86 $9,961 - $10,208	467 Added 291.88%	627 $13.5 Million
Q4 2023 Feb 06, 2024	BUY	$20.61 - $21.84 $3,297 - $3,494	160 New	160 $3.49 Million

Others Institutions Holding IBTJ

# of Institutions

154

Shares Held

17.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History