Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 7,062 shares of IBTG stock, worth $161,719. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,062
Previous 6,536
8.05%
Holding current value
$161,719
Previous $150 Million
8.0%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio