Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 25,444 shares of IBTF stock, worth $594,371. This represents 0.15% of its overall portfolio holdings.
Number of Shares
25,444
Previous 23,943
6.27%
Holding current value
$594,371
Previous $561 Million
5.82%
% of portfolio
0.15%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio