A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,261 shares of ITOT stock, worth $2.27 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
17,261
Previous 17,150 0.65%
Holding current value
$2.27 Million
Previous $1.98 Billion 3.68%
% of portfolio
0.51%
Previous 0.5%

Shares

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

Aug 06, 2024

BUY
$108.78 - $119.23 $12,074 - $13,234
111 Added 0.65%
17,261 $2.05 Billion
Q1 2024

May 01, 2024

SELL
$103.16 - $115.3 $3,301 - $3,689
-32 Reduced 0.19%
17,150 $1.98 Billion
Q4 2023

Feb 06, 2024

SELL
$90.04 - $105.69 $25,121 - $29,487
-279 Reduced 1.6%
17,182 $1.81 Billion
Q3 2023

Nov 14, 2023

BUY
$93.72 - $101.39 $86,878 - $93,988
927 Added 5.61%
17,461 $1.64 Billion
Q2 2023

Aug 09, 2023

BUY
$89.03 - $97.84 $1.47 Million - $1.62 Million
16,534 New
16,534 $1.62 Billion

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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