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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$169.4 - $179.05 $4,235 - $4,476
-25 Reduced 5.19%
457 $79.7 Million
Q4 2023

Feb 06, 2024

BUY
$143.69 - $165.7 $13,937 - $16,072
97 Added 25.19%
482 $79.6 Million
Q2 2023

Aug 09, 2023

BUY
$148.55 - $157.83 $57,191 - $60,764
385 New
385 $60.7 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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