Cherrydale Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Cherrydale Wealth Management, LLC
- $312 Million
- Q3 2025
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 11,879 shares of IWB stock, worth $4.37 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
11,879
Previous 11,847
0.27%
Holding current value
$4.37 Million
Previous $4.02 Million
7.93%
% of portfolio
1.39%
Previous 1.43%
Shares
7 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio