Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Call Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

196

Shares Held

32.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.23M
Shares

$71.7 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.05M
Shares

$67.8 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$35.5 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.37M
Shares

$30.3 Million
0.21% of portfolio
Confluence Investment Management LLC

1.36M
Shares

$30.1 Million
0.43% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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