Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 218,398 shares of IBDT stock, worth $5.55 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
218,398
Previous 219,726 0.6%
Holding current value
$5.55 Million
Previous $5.55 Billion 0.03%
% of portfolio
1.29%
Previous 1.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$24.94 - $25.42 $33,120 - $33,757
-1,328 Reduced 0.6%
218,398 $5.55 Billion
Q1 2025

Apr 21, 2025
BUY
$24.79 - $25.26 $241,677 - $246,259
9,749 Added 4.64%
219,726 $5.55 Billion
Q4 2024

Feb 04, 2025
BUY
$24.82 - $25.48 $797,094 - $818,290
32,115 Added 18.06%
209,977 $5.23 Billion
Q3 2024

Nov 12, 2024
BUY
$24.62 - $25.59 $504,242 - $524,108
20,481 Added 13.01%
177,862 $4.54 Billion
Q2 2024

Aug 06, 2024
BUY
$24.4 - $24.86 $450,887 - $459,387
18,479 Added 13.3%
157,381 $3.9 Billion
Q1 2024

May 01, 2024
BUY
$24.69 - $25.14 $944,417 - $961,630
38,251 Added 38.0%
138,902 $3.46 Billion
Q4 2023

Feb 06, 2024
BUY
$23.63 - $25.1 $2.25 Million - $2.39 Million
95,109 Added 1716.15%
100,651 $2.53 Billion
Q2 2023

Aug 09, 2023
BUY
$24.43 - $25.1 $135,391 - $139,104
5,542 New
5,542 $136 Million

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
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More about IBDT
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