Cherry Tree Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,791 shares of IWS stock, worth $383,288. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,791
Previous 2,791 -0.0%
Holding current value
$383,288
Previous $352 Million 4.9%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$122.59 - $135.24 $4,535 - $5,003
37 Added 1.34%
2,791 $352 Million
Q2 2023

Aug 09, 2023
BUY
$101.5 - $109.84 $279,531 - $302,499
2,754 New
2,754 $303 Million

Others Institutions Holding IWS

# of Institutions
1,059
Shares Held
93.6M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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