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 $98,515. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,963
Previous 4,349
14.12%
Holding current value
$98,515
Previous $85.5 Million
15.16%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTK
# of Institutions
139Shares Held
19.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$22.9 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.4 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio