Cherry Tree Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 47,352 shares of IBDQ stock, worth $1.18 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
47,352
Previous 45,688
3.64%
Holding current value
$1.18 Million
Previous $1.14 Billion
4.64%
% of portfolio
0.28%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio