A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,145 shares of DVY stock, worth $162,681. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,145
Previous 1,145 -0.0%
Holding current value
$162,681
Previous $139 Million 11.65%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 06, 2024

SELL
$115.73 - $125.75 $175,678 - $190,888
-1,518 Reduced 57.0%
1,145 $139 Million
Q3 2023

Nov 14, 2023

SELL
$107.44 - $118.16 $117,754 - $129,503
-1,096 Reduced 29.16%
2,663 $287 Million
Q2 2023

Aug 09, 2023

BUY
$108.5 - $119.27 $407,851 - $448,335
3,759 New
3,759 $426 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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