Cherry Tree Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,784 shares of SHY stock, worth $480,650. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,784
Previous 5,784
-0.0%
Holding current value
$480,650
Previous $479 Million
0.16%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,334Shares Held
244MCall Options Held
40.9KPut Options Held
41.6K-
Morgan Stanley New York, NY30.8MShares$2.56 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$965 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$949 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.7MShares$893 Million2.06% of portfolio