Cherry Tree Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 888 shares of IYW stock, worth $174,474. This represents 0.04% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$174,474
Previous $125 Million
23.38%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,338Shares Held
84.7MCall Options Held
281KPut Options Held
225K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio