Cherry Tree Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,851 shares of ITOT stock, worth $2.26 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

16,851

Previous 17,078 1.33%

Holding current value

$2.26 Million

Previous $2.15 Billion 1.03%

% of portfolio

0.54%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$124.26 - $134.12 $28,207 - $30,445	-227 Reduced 1.33%	16,851 $2.17 Billion
Q3 2024 Nov 12, 2024	SELL	$113.41 - $125.62 $20,754 - $22,988	-183 Reduced 1.06%	17,078 $2.15 Billion
Q2 2024 Aug 06, 2024	BUY	$108.78 - $119.23 $12,074 - $13,234	111 Added 0.65%	17,261 $2.05 Billion
Q1 2024 May 01, 2024	SELL	$103.16 - $115.3 $3,301 - $3,689	-32 Reduced 0.19%	17,150 $1.98 Billion
Q4 2023 Feb 06, 2024	SELL	$90.04 - $105.69 $25,121 - $29,487	-279 Reduced 1.6%	17,182 $1.81 Billion
Q3 2023 Nov 14, 2023	BUY	$93.72 - $101.39 $86,878 - $93,988	927 Added 5.61%	17,461 $1.64 Billion
Q2 2023 Aug 09, 2023	BUY	$89.03 - $97.84 $1.47 Million - $1.62 Million	16,534 New	16,534 $1.62 Billion

Others Institutions Holding ITOT

# of Institutions

1,514

Shares Held

303M

Call Options Held

54.6K

Put Options Held

17.8K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History