Cherry Tree Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,215 shares of IWP stock, worth $439,940. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,215
Previous 3,215 -0.0%
Holding current value
$439,940
Previous $446 Million 2.69%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 21, 2025
BUY
$114.9 - $139.6 $2,757 - $3,350
24 Added 0.75%
3,215 $378 Million
Q1 2024

May 01, 2024
SELL
$100.66 - $114.14 $31,506 - $35,725
-313 Reduced 8.93%
3,191 $364 Million
Q2 2023

Aug 09, 2023
BUY
$87.72 - $96.63 $307,370 - $338,591
3,504 New
3,504 $339 Million

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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