A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 51,899 shares of IBDV stock, worth $1.12 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
51,899
Previous 42,463 22.22%
Holding current value
$1.12 Million
Previous $903 Million 27.45%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Nov 12, 2024

BUY
$21.11 - $22.24 $199,193 - $209,856
9,436 Added 22.22%
51,899 $1.15 Billion
Q2 2024

Aug 06, 2024

BUY
$20.82 - $21.38 $651,520 - $669,044
31,293 Added 280.15%
42,463 $903 Million
Q1 2024

May 01, 2024

BUY
$21.16 - $21.68 $81,212 - $83,207
3,838 Added 52.35%
11,170 $239 Million
Q4 2023

Feb 06, 2024

BUY
$19.85 - $21.72 $145,540 - $159,251
7,332 New
7,332 $159 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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