Ownership history in Cherry Tree Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in ISHARES TR (IBDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 232,602 | +11,768 | +5.3% | 1.25% | $5.9M | $25.27 |
| 2025 Q3 | ADDED | 220,834 | +2,436 | +1.1% | 1.24% | $5.6M | $24.95 |
| 2025 Q2 | REDUCED | 218,398 | -1,328 | -0.6% | 1.29% | $5.6M | $24.57 |
| 2025 Q1 | ADDED | 219,726 | +9,749 | +4.6% | 1.34% | $5.6M | $24.13 |
| 2024 Q4 | ADDED | 209,977 | +32,115 | +18.1% | 1.29% | $5.2M | $23.61 |
| 2024 Q3 | ADDED | 177,862 | +20,481 | +13.0% | 1.08% | $4.5M | $23.84 |
| 2024 Q2 | ADDED | 157,381 | +18,479 | +13.3% | 0.98% | $3.9M | $22.86 |
| 2024 Q1 | ADDED | 138,902 | +38,251 | +38.0% | 0.87% | $3.5M | $22.72 |
| 2023 Q4 | ADDED | 100,651 | +95,109 | +1716.1% | 0.67% | $2.5M | $22.71 |
| 2023 Q3 | UNCHANGED | 5,542 | — | 0% | 0.04% | $133K | $21.43 |
As of 2025 Q4 — sorted by position size