Cherry Tree Wealth Management, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,596 shares of IWM stock, worth $619,042. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,596
Previous 2,872 9.61%
Holding current value
$619,042
Previous $583 Million 1.59%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $55,440 - $61,989
-276 Reduced 9.61%
2,596 $573 Million
Q2 2024

Aug 06, 2024
SELL
$192.84 - $209.44 $34,518 - $37,489
-179 Reduced 5.87%
2,872 $583 Million
Q1 2024

May 01, 2024
SELL
$189.48 - $210.3 $24,632 - $27,339
-130 Reduced 4.09%
3,051 $642 Million
Q4 2023

Feb 06, 2024
SELL
$162.21 - $204.82 $4,541 - $5,734
-28 Reduced 0.87%
3,181 $638 Million
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $1,220 - $1,390
7 Added 0.22%
3,209 $567 Million
Q2 2023

Aug 09, 2023
BUY
$170.4 - $187.93 $545,620 - $601,751
3,202 New
3,202 $600 Million

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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