Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 151,587 shares of IBDS stock, worth $3.63 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
151,587
Previous 128,118 18.32%
Holding current value
$3.63 Million
Previous $3.04 Billion 21.51%
% of portfolio
0.88%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.63 - $24.42 $554,572 - $573,112
23,469 Added 18.32%
151,587 $3.69 Billion
Q2 2024

Aug 06, 2024
BUY
$23.48 - $23.77 $407,331 - $412,361
17,348 Added 15.66%
128,118 $3.04 Billion
Q1 2024

May 01, 2024
BUY
$23.67 - $24.03 $644,084 - $653,880
27,211 Added 32.57%
110,770 $2.64 Billion
Q4 2023

Feb 06, 2024
BUY
$22.84 - $23.94 $1.91 Million - $2 Million
83,559 New
83,559 $2 Billion

Others Institutions Holding IBDS

# of Institutions
342
Shares Held
83.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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