Cherry Tree Wealth Management, LLC Ishares Russell Midcap Value E Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,754 shares of IWS stock, worth $358,818. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,754
Previous 2,754
-0.0%
Holding current value
$358,818
Previous $333 Million
9.53%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
938Shares Held
93.3MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.69 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.74MShares$1.14 Billion1.19% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.04 Billion0.08% of portfolio
-
Us Bancorp \De\4.18MShares$544 Million0.71% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$499 Million0.12% of portfolio