Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 125,600 shares of IBDU stock, worth $2.96 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
125,600
Previous 99,917 25.7%
Holding current value
$2.96 Million
Previous $2.28 Billion 24.88%
% of portfolio
0.72%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$22.29 - $22.77 $572,474 - $584,801
25,683 Added 25.7%
125,600 $2.85 Billion
Q1 2024

May 01, 2024
BUY
$22.61 - $23.1 $966,487 - $987,432
42,746 Added 74.77%
99,917 $2.28 Billion
Q4 2023

Feb 06, 2024
BUY
$21.44 - $23.11 $1.23 Million - $1.32 Million
57,171 New
57,171 $1.32 Billion

Others Institutions Holding IBDU

# of Institutions
205
Shares Held
48.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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