Cherry Tree Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 457 shares of IWD stock, worth $90,997. This represents 0.02% of its overall portfolio holdings.
Number of Shares
457
Previous 457
-0.0%
Holding current value
$90,997
Previous $79.7 Million
8.79%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.83 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio