Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 23,943 shares of IBTF stock, worth $558,350. This represents 0.13% of its overall portfolio holdings.
Number of Shares
23,943
Previous 23,251
2.98%
Holding current value
$558,350
Previous $540 Million
3.86%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
274Shares Held
82.7MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio