A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 23,154 shares of IVV stock, worth $13.3 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
23,154
Previous 22,939 0.94%
Holding current value
$13.3 Million
Previous $12.1 Billion 5.07%
% of portfolio
3.18%
Previous 3.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$497.53 - $549.64 $106,968 - $118,172
215 Added 0.94%
23,154 $12.7 Billion
Q1 2024

May 01, 2024

SELL
$469.56 - $525.73 $246,988 - $276,533
-526 Reduced 2.24%
22,939 $12.1 Billion
Q4 2023

Feb 06, 2024

SELL
$412.55 - $479.0 $117,576 - $136,515
-285 Reduced 1.2%
23,465 $11.2 Billion
Q3 2023

Nov 14, 2023

SELL
$427.76 - $460.18 $318,681 - $342,834
-745 Reduced 3.04%
23,750 $10.2 Billion
Q2 2023

Aug 09, 2023

BUY
$406.17 - $445.71 $9.95 Million - $10.9 Million
24,495 New
24,495 $10.9 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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