Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,101 shares of IBTH stock, worth $114,466. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,101
Previous 4,428 15.2%
Holding current value
$114,466
Previous $98.3 Million 16.36%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 21, 2025
BUY
$22.11 - $22.43 $14,880 - $15,095
673 Added 15.2%
5,101 $114 Million
Q4 2024

Feb 04, 2025
BUY
$22.1 - $22.59 $309 - $316
14 Added 0.32%
4,428 $98.3 Million
Q3 2024

Nov 12, 2024
BUY
$21.96 - $22.69 $10,057 - $10,392
458 Added 11.58%
4,414 $99.9 Million
Q2 2024

Aug 06, 2024
BUY
$21.83 - $22.09 $36,696 - $37,133
1,681 Added 73.89%
3,956 $87.3 Million
Q4 2023

Feb 06, 2024
BUY
$21.61 - $22.41 $49,162 - $50,982
2,275 New
2,275 $50.9 Million

Others Institutions Holding IBTH

# of Institutions
253
Shares Held
53.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email