Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

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 12,659 shares of IDV stock, worth $483,826. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,659
Previous 12,801 1.11%
Holding current value
$483,826
Previous $442 Million 4.74%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 24, 2025
SELL
$34.54 - $37.28 $4,904 - $5,293
-142 Reduced 1.11%
12,659 $463 Million
Q1 2025

Apr 21, 2025
SELL
$27.0 - $31.7 $35,478 - $41,653
-1,314 Reduced 9.31%
12,801 $397 Million
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
582
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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