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
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio