Keebeck Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 13,344 shares of IGM stock, worth $1.32 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,344

Previous 7,527 77.28%

Holding current value

$1.32 Million

Previous $709,000 80.54%

% of portfolio

0.19%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$84.03 - $98.62 $488,802 - $573,672	5,817 Added 77.28%	13,344 $1.28 Million
Q2 2024 Aug 14, 2024	BUY	$80.02 - $95.38 $2,640 - $3,147	33 Added 0.44%	7,527 $709,000
Q1 2024 May 14, 2024	BUY	$84.27 - $516.87 $522,726 - $3.21 Million	6,203 Added 480.48%	7,494 $645,000
Q4 2023 Feb 14, 2024	SELL	$365.86 - $450.72 $13,536 - $16,676	-37 Reduced 2.79%	1,291 $578,000
Q3 2023 Nov 14, 2023	SELL	$376.08 - $412.97 $717,936 - $788,359	-1,909 Reduced 58.97%	1,328 $507,000
Q2 2023 Aug 14, 2023	BUY	$325.63 - $395.58 $605,346 - $735,383	1,859 Added 134.91%	3,237 $1.27 Million
Q1 2023 May 15, 2023	BUY	$275.98 - $339.32 $380,300 - $467,582	1,378 New	1,378 $467,000

Others Institutions Holding IGM

# of Institutions

420

Shares Held

25.7M

Call Options Held

51.1K

Put Options Held

36K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

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

News

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

Account

Keebeck Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History