Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Number of Shares
3,458
Previous 2,084 65.93%
Holding current value
$90.4 Million
Previous $53.7 Million 68.15%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 05, 2025
BUY
N/A
1,374 Added 65.93%
3,458 $90.4 Million
Q1 2025

Apr 21, 2025
BUY
N/A
394 Added 23.31%
2,084 $53.7 Million
Q4 2024

Feb 04, 2025
BUY
N/A
510 Added 43.22%
1,690 $43 Million
Q3 2024

Nov 12, 2024
BUY
N/A
1,180 New
1,180 $31.5 Million
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