Cherry Tree Wealth Management, LLC Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,043 shares of IWN stock, worth $187,479. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,043
Previous 1,129 7.62%
Holding current value
$187,479
Previous $172 Million 1.19%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$150.05 - $171.34 $12,904 - $14,735
-86 Reduced 7.62%
1,043 $174 Million
Q1 2024

May 01, 2024
SELL
$145.61 - $158.81 $35,965 - $39,226
-247 Reduced 17.95%
1,129 $179 Million
Q2 2023

Aug 09, 2023
BUY
$128.93 - $142.33 $177,407 - $195,846
1,376 New
1,376 $194 Million

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
59M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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