Cherry Tree Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 23,154 shares of IVV stock, worth $13.3 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
23,154
Previous 22,939
0.94%
Holding current value
$13.3 Million
Previous $12.1 Billion
5.07%
% of portfolio
3.18%
Previous 3.03%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio