A detailed history of Cranbrook Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cranbrook Wealth Management, LLC holds 1,416 shares of IYR stock, worth $144,545. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,416 -0.0%
Holding current value
$144,545
Previous $124,000 16.13%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023

SELL
$80.51 - $86.54 $5,796 - $6,230
-72 Reduced 4.84%
1,416 $122,000
Q1 2023

Apr 20, 2023

BUY
$78.73 - $95.24 $4,093 - $4,952
52 Added 3.62%
1,488 $126,000
Q3 2022

Oct 26, 2022

SELL
$80.64 - $103.19 $20,160 - $25,797
-250 Reduced 14.83%
1,436 $117,000
Q2 2020

Aug 06, 2020

SELL
$64.24 - $86.82 $11,820 - $15,974
-184 Reduced 9.84%
1,686 $133,000
Q1 2020

May 13, 2020

SELL
$57.84 - $100.28 $55,468 - $96,168
-959 Reduced 33.9%
1,870 $130,000
Q4 2019

Feb 11, 2020

SELL
$89.52 - $95.36 $33,570 - $35,760
-375 Reduced 11.7%
2,829 $263,000
Q3 2019

Nov 13, 2019

BUY
$91.54 - $93.76 $68,105 - $69,757
744 Added 30.24%
3,204 $300,000
Q2 2019

Aug 07, 2019

BUY
N/A
184 Added 8.08%
2,460 $215,000
Q1 2019

May 13, 2019

SELL
N/A
-181 Reduced 7.37%
2,276 $198,000
Q1 2018

May 08, 2018

BUY
N/A
302 Added 14.01%
2,457 $185,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,155
2,155 $172,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Cranbrook Wealth Management, LLC Portfolio

Follow Cranbrook Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cranbrook Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cranbrook Wealth Management, LLC with notifications on news.