Cherry Tree Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $42,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
212
Previous 212
-0.0%
Holding current value
$42,785
Previous $39.6 Million
2.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,499Shares Held
141MCall Options Held
105KPut Options Held
13.5K-
Jpmorgan Chase & CO New York, NY17MShares$3.44 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.61 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.5 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.55 Billion0.34% of portfolio