Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,963 shares of IBTK stock, worth $98,465. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,963
Previous 4,349
14.12%
Holding current value
$98,465
Previous $85.5 Million
15.16%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTK
# of Institutions
154Shares Held
22.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.77MShares$54.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$28.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.18MShares$23.5 Million0.04% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.06MShares$21 Million1.83% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL942KShares$18.7 Million0.01% of portfolio