Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,638 shares of IBTH stock, worth $126,460. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,638
Previous 5,101 10.53%
Holding current value
$126,460
Previous $114 Million 10.87%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$22.3 - $22.57 $11,975 - $12,120
537 Added 10.53%
5,638 $127 Million
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
265
Shares Held
53.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
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