Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,255 shares of SUB stock, worth $450,008. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,255

Previous 4,255 -0.0%

Holding current value

$450,008

Previous $449 Million 0.11%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$104.94 - $106.2 $36,204 - $36,639	-345 Reduced 7.5%	4,255 $449 Million
Q3 2024 Nov 12, 2024	BUY	$104.3 - $106.3 $10,012 - $10,204	96 Added 2.13%	4,600 $488 Million
Q1 2024 May 01, 2024	SELL	$104.73 - $105.42 $49,851 - $50,179	-476 Reduced 9.56%	4,504 $472 Million
Q4 2023 Feb 06, 2024	SELL	$102.62 - $105.46 $119,962 - $123,282	-1,169 Reduced 19.01%	4,980 $525 Million
Q3 2023 Nov 14, 2023	SELL	$102.82 - $104.26 $29,714 - $30,131	-289 Reduced 4.49%	6,149 $632 Million
Q2 2023 Aug 09, 2023	BUY	$103.24 - $105.0 $664,659 - $675,990	6,438 New	6,438 $670 Million

Others Institutions Holding SUB

# of Institutions

929

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History