Cherry Tree Wealth Management, LLC Ishares Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 313 shares of ICLN stock, worth $5,255. This represents 0.0% of its overall portfolio holdings.

Number of Shares
313
Previous 313 -0.0%
Holding current value
$5,255
Previous $3.58 Million 14.81%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$11.35 - $14.51 $32,880 - $42,035
-2,897 Reduced 90.25%
313 $3.57 Million
Q3 2024

Nov 12, 2024
BUY
$13.26 - $14.77 $238 - $265
18 Added 0.56%
3,210 $47.2 Million
Q2 2024

Aug 06, 2024
BUY
$13.02 - $15.08 $924 - $1,070
71 Added 2.27%
3,192 $42.5 Million
Q1 2024

May 01, 2024
BUY
$13.42 - $15.39 $2,804 - $3,216
209 Added 7.18%
3,121 $43.6 Million
Q4 2023

Feb 06, 2024
BUY
$12.86 - $15.73 $437 - $534
34 Added 1.18%
2,912 $45.3 Million
Q2 2023

Aug 09, 2023
BUY
$17.78 - $19.91 $51,170 - $57,300
2,878 New
2,878 $53 Million

Others Institutions Holding ICLN

# of Institutions
476
Shares Held
33.2M
Call Options Held
1.79M
Put Options Held
2.62M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email