Keebeck Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Keebeck Wealth Management, LLC

$655 Million
Q1 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 2,448 shares of ITOT stock, worth $315,057. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,448

Previous 1,930 26.84%

Holding current value

$315,057

Previous $248,000 20.16%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$120.29 - $134.6 $62,310 - $69,722	518 Added 26.84%	2,448 $298,000
Q4 2024 Feb 14, 2025	BUY	$124.26 - $134.12 $11,059 - $11,936	89 Added 4.83%	1,930 $248,000
Q3 2024 Nov 14, 2024	BUY	$113.41 - $125.62 $208,787 - $231,266	1,841 New	1,841 $231,000
Q3 2020 Nov 02, 2020	SELL	$69.81 - $80.47 $10,331 - $11,909	-148 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$54.49 - $72.8 $8,064 - $10,774	148 New	148 $10,000
Q1 2020 May 14, 2020	SELL	$49.67 - $76.42 $7,351 - $11,310	-148 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$65.12 - $72.96 $9,637 - $10,798	148 New	148 $10,000

Others Institutions Holding ITOT

# of Institutions

1,575

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Keebeck Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History