Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 64,550 shares of IBTE stock, worth $1.54 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

64,550

Previous 67,478 4.34%

Holding current value

$1.54 Million

Previous $1.62 Billion 4.26%

% of portfolio

0.37%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$23.88 - $24.01 $69,920 - $70,301	-2,928 Reduced 4.34%	64,550 $1.55 Billion
Q2 2024 Aug 06, 2024	BUY	$23.85 - $23.98 $44,909 - $45,154	1,883 Added 2.87%	67,478 $1.62 Billion
Q1 2024 May 01, 2024	BUY	$23.85 - $23.95 $54,831 - $55,061	2,299 Added 3.63%	65,595 $1.57 Billion
Q4 2023 Feb 06, 2024	BUY	$23.75 - $23.91 $286,733 - $288,665	12,073 Added 23.57%	63,296 $1.51 Billion
Q3 2023 Nov 14, 2023	BUY	$23.72 - $23.85 $23,008 - $23,134	970 Added 1.93%	51,223 $1.22 Billion
Q2 2023 Aug 09, 2023	BUY	$23.77 - $24.01 $1.19 Million - $1.21 Million	50,253 New	50,253 $1.2 Billion

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
Industry ETFs

More about IBTE

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History