Cherry Tree Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 457 shares of IWD stock, worth $86,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares
457
Previous 482 5.19%
Holding current value
$86,226
Previous $86.3 Million 7.59%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$169.4 - $179.05 $4,235 - $4,476
-25 Reduced 5.19%
457 $79.7 Million
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $13,937 - $16,072
97 Added 25.19%
482 $79.6 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $57,191 - $60,764
385 New
385 $60.7 Million

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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