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 3,956 shares of IBTH stock, worth $89,722. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,956
Previous 2,275 73.89%
Holding current value
$89,722
Previous $50.4 Million 73.23%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2027 TER


  • 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.