Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 415 shares of IWY stock, worth $98,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
415
Previous 715 41.96%
Holding current value
$98,060
Previous $157 Million 37.94%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$216.72 - $244.71 $65,016 - $73,413
-300 Reduced 41.96%
415 $97.6 Million
Q3 2023

Nov 14, 2023
SELL
$152.69 - $164.44 $6,412 - $6,906
-42 Reduced 5.55%
715 $110 Million
Q2 2023

Aug 09, 2023
BUY
$136.24 - $158.56 $103,133 - $120,029
757 New
757 $120 Million

Others Institutions Holding IWY

# of Institutions
606
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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