Cherry Tree Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 212 shares of IVE stock, worth $41,772. This represents 0.01% of its overall portfolio holdings.
Number of Shares
212
Previous 212
-0.0%
Holding current value
$41,772
Previous $41.8 Million
3.19%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,635Shares Held
143MCall Options Held
83.1KPut Options Held
28K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.32 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.65 Billion0.85% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio