Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 41,485 shares of IBDW stock, worth $852,516. This represents 0.21% of its overall portfolio holdings.

Number of Shares
41,485
Previous 36,489 13.69%
Holding current value
$852,516
Previous $774 Million 9.03%
% of portfolio
0.21%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$20.28 - $21.2 $101,318 - $105,915
4,996 Added 13.69%
41,485 $844 Million
Q3 2024

Nov 12, 2024
BUY
$20.12 - $21.28 $229,267 - $242,485
11,395 Added 45.41%
36,489 $774 Million
Q2 2024

Aug 06, 2024
BUY
$19.84 - $20.44 $227,187 - $234,058
11,451 Added 83.93%
25,094 $509 Million
Q1 2024

May 01, 2024
BUY
$20.24 - $20.75 $268,341 - $275,103
13,258 Added 3443.64%
13,643 $280 Million
Q4 2023

Feb 06, 2024
BUY
$18.79 - $20.85 $7,234 - $8,027
385 New
385 $8 Million

Others Institutions Holding IBDW

# of Institutions
183
Shares Held
54.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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