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 18,342 shares of IEFA stock, worth $1.63 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

18,342

Previous 19,208 4.51%

Holding current value

$1.63 Million

Previous $1.6 Billion 0.13%

% of portfolio

0.35%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$81.7 - $87.53 $70,752 - $75,800	-866 Reduced 4.51%	18,342 $1.6 Billion
Q2 2025 Aug 05, 2025	SELL	$67.83 - $84.09 $87,365 - $108,307	-1,288 Reduced 6.28%	19,208 $1.6 Billion
Q1 2025 Apr 21, 2025	BUY	$69.57 - $78.65 $4,661 - $5,269	67 Added 0.33%	20,496 $1.55 Billion
Q4 2024 Feb 04, 2025	BUY	$70.06 - $77.43 $57,239 - $63,260	817 Added 4.17%	20,429 $1.44 Billion
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

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Cherry Tree Wealth Management, LLC Ishares Tr Transaction History