Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 715 shares of IWY stock, worth $173,816. This represents 0.04% of its overall portfolio holdings.
Number of Shares
715
Previous 715
-0.0%
Holding current value
$173,816
Previous $153 Million
2.58%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.59 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.45 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.27 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.22 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$500 Million0.12% of portfolio