Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,928 shares of IBTJ stock, worth $107,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,928
Previous 4,389 12.28%
Holding current value
$107,331
Previous $93.6 Million 14.62%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 21, 2025
BUY
$21.16 - $21.77 $11,405 - $11,734
539 Added 12.28%
4,928 $107 Million
Q4 2024

Feb 04, 2025
BUY
$21.25 - $22.07 $17,191 - $17,854
809 Added 22.6%
4,389 $93.6 Million
Q3 2024

Nov 12, 2024
BUY
$21.22 - $22.22 $7,724 - $8,088
364 Added 11.32%
3,580 $79.1 Million
Q2 2024

Aug 06, 2024
BUY
$21.0 - $21.44 $54,369 - $55,508
2,589 Added 412.92%
3,216 $68.7 Million
Q1 2024

May 01, 2024
BUY
$21.33 - $21.86 $9,961 - $10,208
467 Added 291.88%
627 $13.5 Million
Q4 2023

Feb 06, 2024
BUY
$20.61 - $21.84 $3,297 - $3,494
160 New
160 $3.49 Million

Others Institutions Holding IBTJ

# of Institutions
170
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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