Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Call Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBHH

# of Institutions

40

Shares Held

2.91M

Call Options Held

0

Put Options Held

0

Baltimore Washington Financial Advisors, Inc.

871K
Shares

$20.5 Million
1.15% of portfolio
New Edge Advisors, LLC New Orleans, LA

548K
Shares

$12.9 Million
0.09% of portfolio
Lbmc Investment Advisors, LLC

251K
Shares

$5.92 Million
0.47% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$4.01 Million
0.01% of portfolio
Monumental Financial Group Inc.

129K
Shares

$3.05 Million
1.15% of portfolio

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
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