Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 170,290 shares of IBDS stock, worth $4.12 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

170,290

Previous 161,568 5.4%

Holding current value

$4.12 Million

Previous $3.87 Billion 6.37%

% of portfolio

0.99%

Previous 0.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$23.9 - $24.18 $208,455 - $210,897	8,722 Added 5.4%	170,290 $4.12 Billion
Q4 2024 Feb 04, 2025	BUY	$23.88 - $24.32 $238,346 - $242,737	9,981 Added 6.58%	161,568 $3.87 Billion
Q3 2024 Nov 12, 2024	BUY	$23.63 - $24.42 $554,572 - $573,112	23,469 Added 18.32%	151,587 $3.69 Billion
Q2 2024 Aug 06, 2024	BUY	$23.48 - $23.77 $407,331 - $412,361	17,348 Added 15.66%	128,118 $3.04 Billion
Q1 2024 May 01, 2024	BUY	$23.67 - $24.03 $644,084 - $653,880	27,211 Added 32.57%	110,770 $2.64 Billion
Q4 2023 Feb 06, 2024	BUY	$22.84 - $23.94 $1.91 Million - $2 Million	83,559 New	83,559 $2 Billion

Others Institutions Holding IBDS

# of Institutions

398

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History