A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,580 shares of IBTJ stock, worth $76,576. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,216 11.32%
Holding current value
$76,576
Previous $68.7 Million 15.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$21.22 - $22.22 $7,724 - $8,088
364 Added 11.32%
3,580 $79.1 Million
Q2 2024

Aug 06, 2024

BUY
$21.0 - $21.44 $54,369 - $55,508
2,589 Added 412.92%
3,216 $68.7 Million
Q1 2024

May 01, 2024

BUY
$21.33 - $21.86 $9,961 - $10,208
467 Added 291.88%
627 $13.5 Million
Q4 2023

Feb 06, 2024

BUY
$20.61 - $21.84 $3,297 - $3,494
160 New
160 $3.49 Million

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.