Cranbrook Wealth Management, LLC IVV Holdings History
Cranbrook Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cranbrook Wealth Management, LLC held 80,159.00 shares of iShares Core S&P 500 ETF(IVV), totaling $45.04 Mil. This investment constitutes 10.46% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Cranbrook Wealth Management, LLC has made 19 purchases of IVV, at an average price of $328.98, for a total of 116,679.00 shares. In addition, there have been 9 sales at an average price of $395.46 for 36,520.00 shares. Based on historical transaction data and IVV's current price of $628.17, Cranbrook Wealth Management, LLC's estimated gain on his IVV holdings is $26.41 Mil, reflecting a 68.80% gain to date.
Cranbrook Wealth Management, LLC IVV ($628.17) Holding Chart
Cranbrook Wealth Management, LLC IVV ($628.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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