A detailed history of Cranbrook Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Cranbrook Wealth Management, LLC holds 977 shares of SUSA stock, worth $117,357. This represents 0.03% of its overall portfolio holdings.

Number of Shares
977
Previous 976 0.1%
Holding current value
$117,357
Previous $109,000 7.34%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$108.44 - $120.37 $108 - $120
1 Added 0.1%
977 $117,000
Q2 2024

Aug 09, 2024

SELL
$102.41 - $112.98 $7,475 - $8,247
-73 Reduced 6.96%
976 $109,000
Q1 2024

Apr 17, 2024

BUY
$98.48 - $109.17 $98 - $109
1 Added 0.1%
1,049 $114,000
Q4 2023

Jan 24, 2024

BUY
$85.36 - $100.86 $170 - $201
2 Added 0.19%
1,048 $105,000
Q2 2023

Jul 17, 2023

BUY
$85.65 - $93.64 $85 - $93
1 Added 0.1%
1,046 $97,000
Q1 2023

Apr 20, 2023

SELL
$81.64 - $90.01 $26,533 - $29,253
-325 Reduced 23.72%
1,045 $91,000
Q4 2022

Feb 09, 2023

BUY
$75.77 - $88.09 $151 - $176
2 Added 0.15%
1,370 $112,000
Q3 2022

Oct 26, 2022

BUY
$75.91 - $92.66 $227 - $277
3 Added 0.22%
1,368 $104,000
Q2 2022

Jul 28, 2022

BUY
$78.1 - $97.98 $156 - $195
2 Added 0.15%
1,365 $110,000
Q1 2022

May 12, 2022

BUY
$89.45 - $106.35 $178 - $212
2 Added 0.15%
1,363 $132,000
Q4 2021

Feb 14, 2022

BUY
$95.76 - $106.67 $191 - $213
2 Added 0.15%
1,361 $145,000
Q3 2021

Nov 12, 2021

BUY
$94.69 - $101.93 $94 - $101
1 Added 0.07%
1,359 $130,000
Q2 2021

Aug 12, 2021

BUY
$88.83 - $95.54 $177 - $191
2 Added 0.15%
1,358 $130,000
Q1 2021

May 06, 2021

BUY
$81.34 - $87.82 $81 - $87
1 Added 0.07%
1,356 $119,000
Q4 2020

Feb 11, 2021

BUY
$72.19 - $82.34 $49,017 - $55,908
679 Added 100.44%
1,355 $112,000
Q3 2020

Nov 12, 2020

BUY
$67.13 - $78.5 $67 - $78
1 Added 0.15%
676 $99,000
Q2 2020

Aug 06, 2020

BUY
$52.49 - $69.03 $52 - $69
1 Added 0.15%
675 $90,000
Q1 2020

May 13, 2020

SELL
$47.53 - $70.87 $22,053 - $32,883
-464 Reduced 40.77%
674 $74,000
Q4 2019

Feb 11, 2020

SELL
$59.6 - $67.25 $36,236 - $40,888
-608 Reduced 34.82%
1,138 $153,000
Q3 2019

Nov 13, 2019

BUY
$61.15 - $62.5 $122 - $125
2 Added 0.11%
1,746 $216,000
Q2 2019

Aug 07, 2019

BUY
N/A
666 Added 61.78%
1,744 $212,000
Q1 2019

May 13, 2019

BUY
N/A
9 Added 0.84%
1,078 $127,000
Q2 2017

Aug 10, 2017

BUY
N/A
1,069
1,069 $109,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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.