Keebeck Wealth Management, LLC Ishares Tr Esg Msci Em Leaders Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$40.81 - $44.39 $953,607 - $1.04 Million	-23,367 Reduced 81.1%	5,446 $239,000
Q3 2023 Nov 14, 2023	BUY	$42.28 - $47.55 $140,327 - $157,818	3,319 Added 13.02%	28,813 $1.23 Million
Q2 2023 Aug 14, 2023	BUY	$43.42 - $46.37 $336,895 - $359,784	7,759 Added 43.75%	25,494 $1.14 Million
Q1 2023 May 15, 2023	BUY	$42.55 - $48.74 $61,825 - $70,819	1,453 Added 8.92%	17,735 $807,000
Q4 2022 Feb 14, 2023	SELL	$39.22 - $46.37 $68,321 - $80,776	-1,742 Reduced 9.66%	16,282 $694,000
Q3 2022 Nov 14, 2022	SELL	$40.75 - $47.96 $214,385 - $252,317	-5,261 Reduced 22.59%	18,024 $734,000
Q2 2022 Aug 15, 2022	BUY	$46.65 - $55.87 $644,889 - $772,346	13,824 Added 146.12%	23,285 $1.11 Million
Q1 2022 May 16, 2022	BUY	$49.07 - $60.49 $149,957 - $184,857	3,056 Added 47.71%	9,461 $510,000
Q4 2021 Feb 14, 2022	BUY	$56.81 - $64.08 $363,868 - $410,432	6,405 New	6,405 $369,000
Q3 2021 Nov 16, 2021	SELL	$59.95 - $65.44 $602,437 - $657,606	-10,049 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$61.46 - $66.08 $316,703 - $340,510	5,153 Added 105.25%	10,049 $661,000
Q1 2021 May 13, 2021	BUY	$60.34 - $67.97 $295,424 - $332,781	4,896 New	4,896 $308,000

Others Institutions Holding LDEM

# of Institutions

36

Shares Held

682K

Call Options Held

0

Put Options Held

0

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