Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 51,899 shares of IBDV stock, worth $1.11 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
51,899
Previous 42,463 22.22%
Holding current value
$1.11 Million
Previous $903 Million 27.45%
% of portfolio
0.27%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$21.11 - $22.24 $199,193 - $209,856
9,436 Added 22.22%
51,899 $1.15 Billion
Q2 2024

Aug 06, 2024
BUY
$20.82 - $21.38 $651,520 - $669,044
31,293 Added 280.15%
42,463 $903 Million
Q1 2024

May 01, 2024
BUY
$21.16 - $21.68 $81,212 - $83,207
3,838 Added 52.35%
11,170 $239 Million
Q4 2023

Feb 06, 2024
BUY
$19.85 - $21.72 $145,540 - $159,251
7,332 New
7,332 $159 Million

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email