Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 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 19,612 shares of IEFA stock, worth $1.39 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,612
Previous 20,247 3.14%
Holding current value
$1.39 Million
Previous $1.47 Billion 4.08%
% of portfolio
0.36%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$70.09 - $78.74 $44,507 - $49,999
-635 Reduced 3.14%
19,612 $1.53 Billion
Q2 2024

Aug 06, 2024
BUY
$70.77 - $76.19 $3,538 - $3,809
50 Added 0.25%
20,247 $1.47 Billion
Q1 2024

May 01, 2024
BUY
$68.14 - $74.43 $12,401 - $13,546
182 Added 0.91%
20,197 $1.5 Billion
Q4 2023

Feb 06, 2024
SELL
$61.3 - $70.47 $45,484 - $52,288
-742 Reduced 3.57%
20,015 $1.41 Billion
Q3 2023

Nov 14, 2023
BUY
$64.04 - $69.58 $5,507 - $5,983
86 Added 0.42%
20,757 $1.34 Billion
Q2 2023

Aug 09, 2023
BUY
$66.03 - $69.1 $1.36 Million - $1.43 Million
20,671 New
20,671 $1.4 Billion

Others Institutions Holding IEFA

# of Institutions
2,004
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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