Ishares Tr shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 69k | 22.15 |
| 2025-06-30 | $1.5M | 69k | 21.98 |
| 2025-03-31 | $1.4M | 63k | 21.72 |
| 2024-12-31 | $1.2M | 58k | 21.36 |
| 2024-09-30 | $1.2M | 52k | 22.17 |
| 2024-06-30 | $903k | 43k | 21.26 |
| 2024-03-31 | $239k | 11k | 21.40 |
| 2023-12-31 | $159k | 7.3k | 21.64 |
More positions owned by Cherry Tree Wealth Management
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