Cherry Tree Wealth Management, LLC Ishares Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

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 $158,193. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,145
Previous 2,663 57.0%
Holding current value
$158,193
Previous $328 Million 57.77%
% of portfolio
0.03%
Previous 0.08%

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

# of Institutions
1,340
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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