Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,928 shares of IBHH stock, worth $138,537. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,928
Previous 5,716
3.71%
Holding current value
$138,537
Previous $136 Million
1.83%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBHH
# of Institutions
55Shares Held
9.36MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA4.68MShares$109 Million1.07% of portfolio
-
Baltimore Washington Financial Advisors, Inc.923KShares$21.6 Million1.17% of portfolio
-
Lbmc Investment Advisors, LLC836KShares$19.5 Million1.55% of portfolio
-
New Edge Advisors, LLC New Orleans, LA558KShares$13 Million0.08% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC316KShares$7.38 Million0.17% of portfolio