Cherry Tree Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 22,950 shares of IVV stock, worth $13.8 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

22,950

Previous 23,154 0.88%

Holding current value

$13.8 Million

Previous $12.7 Billion 4.48%

% of portfolio

3.14%

Previous 3.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $106,116 - $117,671	-204 Reduced 0.88%	22,950 $13.2 Billion
Q2 2024 Aug 06, 2024	BUY	$497.53 - $549.64 $106,968 - $118,172	215 Added 0.94%	23,154 $12.7 Billion
Q1 2024 May 01, 2024	SELL	$469.56 - $525.73 $246,988 - $276,533	-526 Reduced 2.24%	22,939 $12.1 Billion
Q4 2023 Feb 06, 2024	SELL	$412.55 - $479.0 $117,576 - $136,515	-285 Reduced 1.2%	23,465 $11.2 Billion
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $318,681 - $342,834	-745 Reduced 3.04%	23,750 $10.2 Billion
Q2 2023 Aug 09, 2023	BUY	$406.17 - $445.71 $9.95 Million - $10.9 Million	24,495 New	24,495 $10.9 Billion

Others Institutions Holding IVV

# of Institutions

3,411

Shares Held

672M

Call Options Held

723K

Put Options Held

957K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Cherry Tree Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History