Cherrydale Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 761 shares of IWB stock, worth $252,035. This represents 0.1% of its overall portfolio holdings.

Number of Shares
761
Previous 758 0.4%
Holding current value
$252,035
Previous $238,000 2.94%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 15, 2025
BUY
$311.11 - $335.64 $933 - $1,006
3 Added 0.4%
761 $245,000
Q3 2024

Oct 11, 2024
BUY
$283.28 - $314.39 $566 - $628
2 Added 0.26%
758 $238,000
Q2 2024

Jul 11, 2024
BUY
$272.21 - $298.72 $544 - $597
2 Added 0.27%
756 $224,000
Q1 2024

Apr 12, 2024
BUY
$257.46 - $288.1 $194,124 - $217,227
754 New
754 $217,000

Others Institutions Holding IWB

# of Institutions
1,454
Shares Held
95.4M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Cherrydale Wealth Management, LLC Portfolio

Follow Cherrydale 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 Cherrydale Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherrydale Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email