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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 498 shares of IWD stock, worth $93,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares
498
Previous 457 8.97%
Holding current value
$93,932
Previous $84.6 Million 10.75%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$182.82 - $196.21 $7,495 - $8,044
41 Added 8.97%
498 $93.7 Million
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

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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