Cherry Tree Wealth Management, LLC Ishares Tr Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 375 shares of IYH stock, worth $22,507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375
              Previous 375
              
        
           -0.0%
        
      
          
        Holding current value
$22,507
            Previous $22.8 Million
            
        
           7.24%
        
      
          
        % of portfolio
0.0%
            Previous 0.01%
          
        Shares
	  2 transactions
	
  Others Institutions Holding IYH
# of Institutions
550Shares Held
24.5MCall Options Held
4.9KPut Options Held
200- 
    
      Morgan Stanley New York, NY2.11MShares$127 Million0.01% of portfolio
- 
    
      Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$117 Million0.49% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC1.68MShares$101 Million0.01% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC1.67MShares$100 Million0.03% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO1.13MShares$67.8 Million0.05% of portfolio