Cherry Tree Wealth Management, LLC Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,129 shares of IWN stock, worth $188,655. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,129
Previous 1,129
-0.0%
Holding current value
$188,655
Previous $179 Million
4.1%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$821 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$440 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$417 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$414 Million0.44% of portfolio