Keebeck Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History

Keebeck Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$21.99 - $23.01 $433,796 - $453,918	-19,727 Reduced 65.73%	10,284 $226,000
Q2 2023 Aug 14, 2023	SELL	$22.87 - $23.59 $37,072 - $38,239	-1,621 Reduced 5.12%	30,011 $687,000
Q1 2023 May 15, 2023	BUY	$22.54 - $23.5 $249,472 - $260,098	11,068 Added 53.82%	31,632 $739,000
Q4 2022 Feb 14, 2023	SELL	$22.18 - $23.3 $587,880 - $617,566	-26,505 Reduced 56.31%	20,564 $467,000
Q3 2022 Nov 14, 2022	BUY	$22.58 - $24.36 $192,765 - $207,961	8,537 Added 22.16%	47,069 $1.07 Million
Q2 2022 Aug 15, 2022	BUY	$23.28 - $24.82 $374,924 - $399,726	16,105 Added 71.81%	38,532 $921,000
Q1 2022 May 16, 2022	BUY	$24.71 - $26.22 $554,171 - $588,035	22,427 New	22,427 $559,000

774

1.06B

7.5K

761K

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

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