Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 415 shares of IWY stock, worth $114,560. This represents 0.02% of its overall portfolio holdings.
Number of Shares
415
Previous 415
-0.0%
Holding current value
$114,560
Previous $102 Million
11.01%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio