Cherry Tree Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 457 shares of IWD stock, worth $88,456. This represents 0.02% of its overall portfolio holdings.

Number of Shares
457
Previous 457 -0.0%
Holding current value
$88,456
Previous $86.7 Million 2.46%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$169.4 - $179.05 $4,235 - $4,476
-25 Reduced 5.19%
457 $79.7 Million
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $13,937 - $16,072
97 Added 25.19%
482 $79.6 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $57,191 - $60,764
385 New
385 $60.7 Million

Others Institutions Holding IWD

# of Institutions
1,815
Shares Held
265M
Call Options Held
658K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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