Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 13,037 shares of IDV stock, worth $391,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,037
Previous 13,037 -0.0%
Holding current value
$391,892
Previous $366 Million 1.32%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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