Cherry Tree Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,770 shares of XJR stock, worth $73,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,770
Previous 2,125 16.71%
Holding current value
$73,012
Previous $84 Million 10.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 24, 2025
SELL
$39.17 - $43.37 $13,905 - $15,396
-355 Reduced 16.71%
1,770 $75.3 Million
Q2 2024

Aug 06, 2024
BUY
$36.08 - $39.37 $76,670 - $83,661
2,125 New
2,125 $80.5 Million

Others Institutions Holding XJR

# of Institutions
87
Shares Held
815K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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