Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Number of Shares
5,047
Previous 2,442 106.67%
Holding current value
$131 Million
Previous $62.4 Million 109.46%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
2,605 Added 106.67%
5,047 $131 Million
Q1 2025

Apr 21, 2025
BUY
N/A
1,473 Added 152.01%
2,442 $62.4 Million
Q4 2024

Feb 04, 2025
BUY
N/A
476 Added 96.55%
969 $24.3 Million
Q3 2024

Nov 12, 2024
BUY
N/A
493 New
493 $13 Million
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