A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 59,436 shares of IYW stock, worth $9.39 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
59,436
Previous 66,047 10.01%
Holding current value
$9.39 Million
Previous $9.94 Million 9.35%
% of portfolio
1.35%
Previous 1.48%

Shares

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

Nov 14, 2024

SELL
$133.16 - $158.73 $880,320 - $1.05 Million
-6,611 Reduced 10.01%
59,436 $9.01 Million
Q2 2024

Aug 14, 2024

BUY
$124.75 - $153.46 $186,376 - $229,269
1,494 Added 2.31%
66,047 $9.94 Million
Q1 2024

May 14, 2024

BUY
$117.5 - $136.59 $423,705 - $492,543
3,606 Added 5.92%
64,553 $8.72 Million
Q4 2023

Feb 14, 2024

BUY
$101.31 - $123.31 $2.18 Million - $2.66 Million
21,544 Added 54.68%
60,947 $7.48 Million
Q3 2023

Nov 14, 2023

SELL
$103.39 - $113.67 $2.14 Million - $2.36 Million
-20,726 Reduced 34.47%
39,403 $4.13 Million
Q2 2023

Aug 14, 2023

BUY
$88.68 - $109.37 $1.56 Million - $1.92 Million
17,544 Added 41.2%
60,129 $6.55 Million
Q1 2023

May 15, 2023

BUY
$72.54 - $92.81 $1.31 Million - $1.68 Million
18,075 Added 73.75%
42,585 $3.95 Million
Q4 2022

Feb 14, 2023

BUY
$71.52 - $81.72 $1.54 Million - $1.76 Million
21,494 Added 712.67%
24,510 $1.83 Million
Q3 2022

Nov 14, 2022

SELL
$73.37 - $94.5 $356,064 - $458,608
-4,853 Reduced 61.67%
3,016 $221,000
Q2 2022

Aug 15, 2022

BUY
$77.53 - $105.04 $610,083 - $826,559
7,869 New
7,869 $629,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Keebeck Wealth Management, LLC Portfolio

Follow Keebeck 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 Keebeck Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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