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

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

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 23,401 shares of IVV stock, worth $15.8 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
23,401
Previous 22,987 1.8%
Holding current value
$15.8 Million
Previous $14.3 Billion 9.74%
% of portfolio
3.44%
Previous 3.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$620.67 - $670.08 $256,957 - $277,413
414 Added 1.8%
23,401 $15.7 Billion
Q2 2025

Aug 05, 2025
SELL
$498.8 - $620.9 $58,858 - $73,266
-118 Reduced 0.51%
22,987 $14.3 Billion
Q1 2025

Apr 21, 2025
BUY
$554.06 - $615.85 $603,925 - $671,276
1,090 Added 4.95%
23,105 $13 Billion
Q4 2024

Feb 04, 2025
SELL
$570.51 - $610.59 $533,426 - $570,901
-935 Reduced 4.07%
22,015 $13 Billion
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
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email