Cherry Tree Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 472 shares of IWD stock, worth $96,660. This represents 0.02% of its overall portfolio holdings.

Number of Shares
472
Previous 472 -0.0%
Holding current value
$96,660
Previous $91.7 Million 4.82%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$166.82 - $194.23 $4,337 - $5,049
-26 Reduced 5.22%
472 $91.7 Million
Q1 2025

Apr 21, 2025
BUY
$182.82 - $196.21 $7,495 - $8,044
41 Added 8.97%
498 $93.7 Million
Q2 2024

Aug 06, 2024
SELL
$169.4 - $179.05 $4,235 - $4,476
-25 Reduced 5.19%
457 $79.7 Million
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $13,937 - $16,072
97 Added 25.19%
482 $79.6 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $57,191 - $60,764
385 New
385 $60.7 Million

Others Institutions Holding IWD

# of Institutions
1,997
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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