Cherry Tree Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,191 shares of IWP stock, worth $416,265. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,191
Previous 3,191 -0.0%
Holding current value
$416,265
Previous $364 Million 3.32%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$100.66 - $114.14 $31,506 - $35,725
-313 Reduced 8.93%
3,191 $364 Million
Q2 2023

Aug 09, 2023
BUY
$87.72 - $96.63 $307,370 - $338,591
3,504 New
3,504 $339 Million

Others Institutions Holding IWP

# of Institutions
1,074
Shares Held
102M
Call Options Held
63.3K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email