Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

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 3,580 shares of IBTJ stock, worth $76,540. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,216 11.32%
Holding current value
$76,540
Previous $68.7 Million 15.15%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
125
Shares Held
12M
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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