Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 8,732 shares of IBDX stock, worth $218,125. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,732
Previous 6,412 36.18%
Holding current value
$218,125
Previous $158 Million 38.45%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$24.21 - $25.09 $56,167 - $58,208
2,320 Added 36.18%
8,732 $218 Million
Q4 2024

Feb 04, 2025
BUY
$24.5 - $25.72 $9,677 - $10,159
395 Added 6.56%
6,412 $158 Million
Q3 2024

Nov 12, 2024
BUY
$24.34 - $25.83 $51,406 - $54,552
2,112 Added 54.08%
6,017 $155 Million
Q1 2024

May 01, 2024
BUY
$24.5 - $25.2 $95,672 - $98,406
3,905 New
3,905 $96.9 Million

Others Institutions Holding IBDX

# of Institutions
148
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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