Cherrydale Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Cherrydale Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 11,847 shares of IWB stock, worth $4.14 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
11,847
Previous 2,629
350.63%
Holding current value
$4.14 Million
Previous $801,000
402.12%
% of portfolio
1.43%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,553Shares Held
97.6MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.8MShares$3.79 Billion2.8% of portfolio
-
Envestnet Asset Management Inc4.45MShares$1.56 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.45 Billion0.11% of portfolio
-
M&T Bank Corp2.92MShares$1.02 Billion3.48% of portfolio
-
Northern Trust Corp Chicago, IL2.75MShares$962 Million0.13% of portfolio