Cherry Tree Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,102 shares of IWB stock, worth $362,447. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,102
Previous 1,102 -0.0%
Holding current value
$362,447
Previous $328 Million 5.66%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $19,363 - $22,632
-86 Reduced 7.24%
1,102 $289 Million
Q2 2023

Aug 09, 2023
BUY
$221.85 - $243.74 $263,557 - $289,563
1,188 New
1,188 $290 Million

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email