Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 68,663 shares of IBDV stock, worth $1.51 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

68,663

Previous 62,640 9.62%

Holding current value

$1.51 Million

Previous $1.36 Billion 10.93%

% of portfolio

0.35%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$21.28 - $21.98 $128,169 - $132,385	6,023 Added 9.62%	68,663 $1.51 Billion
Q1 2025 Apr 21, 2025	BUY	$21.11 - $21.73 $97,000 - $99,849	4,595 Added 7.92%	62,640 $1.36 Billion
Q4 2024 Feb 04, 2025	BUY	$21.24 - $22.15 $130,541 - $136,133	6,146 Added 11.84%	58,045 $1.24 Billion
Q3 2024 Nov 12, 2024	BUY	$21.11 - $22.24 $199,193 - $209,856	9,436 Added 22.22%	51,899 $1.15 Billion
Q2 2024 Aug 06, 2024	BUY	$20.82 - $21.38 $651,520 - $669,044	31,293 Added 280.15%	42,463 $903 Million
Q1 2024 May 01, 2024	BUY	$21.16 - $21.68 $81,212 - $83,207	3,838 Added 52.35%	11,170 $239 Million
Q4 2023 Feb 06, 2024	BUY	$19.85 - $21.72 $145,540 - $159,251	7,332 New	7,332 $159 Million

Others Institutions Holding IBDV

# of Institutions

254

Shares Held

72.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Cherry Tree Wealth Management, LLC Ishares Tr Transaction History