Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025
Number of Shares
8,924
Previous 5,047 76.82%
Holding current value
$234 Million
Previous $131 Million 79.04%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
N/A
3,877 Added 76.82%
8,924 $234 Million
Q2 2025

Aug 05, 2025
BUY
N/A
2,605 Added 106.67%
5,047 $131 Million
Q1 2025

Apr 21, 2025
BUY
N/A
1,473 Added 152.01%
2,442 $62.4 Million
Q4 2024

Feb 04, 2025
BUY
N/A
476 Added 96.55%
969 $24.3 Million
Q3 2024

Nov 12, 2024
BUY
N/A
493 New
493 $13 Million
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