Cherry Tree Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 11,907 shares of PFF stock, worth $367,807. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,907

Previous 14,858 19.86%

Holding current value

$367,807

Previous $457 Million 19.99%

% of portfolio

0.08%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$29.0 - $30.68 $85,579 - $90,536	-2,951 Reduced 19.86%	11,907 $365 Million
Q1 2025 Apr 21, 2025	SELL	$30.73 - $32.26 $428,099 - $449,414	-13,931 Reduced 48.39%	14,858 $457 Million
Q4 2024 Feb 04, 2025	BUY	$31.23 - $33.51 $19,175 - $20,575	614 Added 2.18%	28,789 $905 Million
Q3 2024 Nov 12, 2024	SELL	$31.18 - $33.5 $60,146 - $64,621	-1,929 Reduced 6.41%	28,175 $936 Million
Q2 2024 Aug 06, 2024	SELL	$30.65 - $32.13 $38,710 - $40,580	-1,263 Reduced 4.03%	30,104 $950 Million
Q4 2023 Feb 06, 2024	BUY	$28.34 - $31.4 $8,133 - $9,011	287 Added 0.92%	31,367 $978 Million
Q2 2023 Aug 09, 2023	BUY	$29.33 - $31.46 $911,576 - $977,776	31,080 New	31,080 $961 Million

Others Institutions Holding PFF

# of Institutions

1,132

Shares Held

196M

Call Options Held

176K

Put Options Held

274K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History