Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 14,115 shares of IDV stock, worth $444,904. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,115
Previous 13,037 8.27%
Holding current value
$444,904
Previous $394 Million 1.94%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$27.03 - $29.92 $29,138 - $32,253
1,078 Added 8.27%
14,115 $386 Million
Q1 2024

May 01, 2024
SELL
$26.95 - $28.13 $21,425 - $22,363
-795 Reduced 5.75%
13,037 $366 Million
Q4 2023

Feb 06, 2024
SELL
$24.46 - $28.13 $11,398 - $13,108
-466 Reduced 3.26%
13,832 $387 Million
Q2 2023

Aug 09, 2023
BUY
$25.86 - $28.52 $369,746 - $407,778
14,298 New
14,298 $376 Million

Others Institutions Holding IDV

# of Institutions
496
Shares Held
79.9M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email