Cherry Tree Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,910 shares of QUAL stock, worth $760,025. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,910
Previous 4,045 3.34%
Holding current value
$760,025
Previous $740 Million 2.84%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 24, 2025
SELL
$182.33 - $194.5 $24,614 - $26,257
-135 Reduced 3.34%
3,910 $760 Million
Q2 2025

Aug 05, 2025
BUY
$152.42 - $182.82 $31,093 - $37,295
204 Added 5.31%
4,045 $740 Million
Q1 2025

Apr 21, 2025
BUY
$168.16 - $186.21 $14,125 - $15,641
84 Added 2.24%
3,841 $656 Million
Q4 2024

Feb 04, 2025
BUY
$176.42 - $186.91 $35,813 - $37,942
203 Added 5.71%
3,757 $669 Million
Q3 2024

Nov 12, 2024
SELL
$162.64 - $179.3 $4,553 - $5,020
-28 Reduced 0.78%
3,554 $637 Million
Q2 2024

Aug 06, 2024
BUY
$154.56 - $173.19 $40,494 - $45,375
262 Added 7.89%
3,582 $612 Million
Q1 2024

May 01, 2024
BUY
$144.62 - $165.44 $49,604 - $56,745
343 Added 11.52%
3,320 $546 Million
Q4 2023

Feb 06, 2024
SELL
$127.66 - $147.99 $5,234 - $6,067
-41 Reduced 1.36%
2,977 $438 Million
Q3 2023

Nov 14, 2023
BUY
$130.77 - $139.97 $95,331 - $102,038
729 Added 31.85%
3,018 $398 Million
Q2 2023

Aug 09, 2023
BUY
$121.98 - $134.87 $279,212 - $308,717
2,289 New
2,289 $309 Million

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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