Cherry Tree Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,270 shares of IWM stock, worth $460,560. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,270

Previous 2,596 12.56%

Holding current value

$460,560

Previous $573 Million 12.53%

% of portfolio

0.12%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$216.13 - $242.4 $70,458 - $79,022	-326 Reduced 12.56%	2,270 $502 Million
Q3 2024 Nov 12, 2024	SELL	$200.87 - $224.6 $55,440 - $61,989	-276 Reduced 9.61%	2,596 $573 Million
Q2 2024 Aug 06, 2024	SELL	$192.84 - $209.44 $34,518 - $37,489	-179 Reduced 5.87%	2,872 $583 Million
Q1 2024 May 01, 2024	SELL	$189.48 - $210.3 $24,632 - $27,339	-130 Reduced 4.09%	3,051 $642 Million
Q4 2023 Feb 06, 2024	SELL	$162.21 - $204.82 $4,541 - $5,734	-28 Reduced 0.87%	3,181 $638 Million
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $1,220 - $1,390	7 Added 0.22%	3,209 $567 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $545,620 - $601,751	3,202 New	3,202 $600 Million

Others Institutions Holding IWM

# of Institutions

2,946

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Ishares Russell 2000 ETF Transaction History