Cherry Tree Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,754 shares of IWS stock, worth $362,398. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,754
Previous 2,754 -0.0%
Holding current value
$362,398
Previous $364 Million 2.2%
% of portfolio
0.09%
Previous 0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$101.5 - $109.84 $279,531 - $302,499
2,754 New
2,754 $303 Million

Others Institutions Holding IWS

# of Institutions
993
Shares Held
96M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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