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

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 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 17,078 shares of ITOT stock, worth $2.25 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

17,078

Previous 17,261 1.06%

Holding current value

$2.25 Million

Previous $2.05 Billion 4.64%

% of portfolio

0.51%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,373

Shares Held

298M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

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

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