Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 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 62,640 shares of IBDV stock, worth $1.36 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
62,640
Previous 58,045 7.92%
Holding current value
$1.36 Million
Previous $1.24 Billion 9.74%
% of portfolio
0.33%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
234
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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