Cherry Tree Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,784 shares of SHY stock, worth $474,461. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,784
Previous 5,784 -0.0%
Holding current value
$474,461
Previous $472 Million 1.84%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$81.49 - $82.34 $9,941 - $10,045
122 Added 2.15%
5,784 $473 Million
Q2 2023

Aug 09, 2023
BUY
$81.05 - $82.41 $458,905 - $466,605
5,662 New
5,662 $459 Million

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email