Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter 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 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 209,977 shares of IBDT stock, worth $5.23 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

209,977

Previous 177,862 18.06%

Holding current value

$5.23 Million

Previous $4.54 Billion 15.14%

% of portfolio

1.29%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$24.82 - $25.48 $797,094 - $818,290	32,115 Added 18.06%	209,977 $5.23 Billion
Q3 2024 Nov 12, 2024	BUY	$24.62 - $25.59 $504,242 - $524,108	20,481 Added 13.01%	177,862 $4.54 Billion
Q2 2024 Aug 06, 2024	BUY	$24.4 - $24.86 $450,887 - $459,387	18,479 Added 13.3%	157,381 $3.9 Billion
Q1 2024 May 01, 2024	BUY	$24.69 - $25.14 $944,417 - $961,630	38,251 Added 38.0%	138,902 $3.46 Billion
Q4 2023 Feb 06, 2024	BUY	$23.63 - $25.1 $2.25 Million - $2.39 Million	95,109 Added 1716.15%	100,651 $2.53 Billion
Q2 2023 Aug 09, 2023	BUY	$24.43 - $25.1 $135,391 - $139,104	5,542 New	5,542 $136 Million

Others Institutions Holding IBDT

# of Institutions

330

Shares Held

74.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History