Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 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 20,429 shares of IEFA stock, worth $1.55 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

20,429

Previous 19,612 4.17%

Holding current value

$1.55 Million

Previous $1.53 Billion 6.2%

% of portfolio

0.36%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,132

Shares Held

1.52B

Call Options Held

117K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Ishares Tr Transaction History