A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 20,192 shares of SUSL stock, worth $2.11 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,192
Previous 20,828 3.05%
Holding current value
$2.11 Million
Previous $2.03 Million 0.99%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Nov 14, 2024

SELL
$91.41 - $101.59 $58,136 - $64,611
-636 Reduced 3.05%
20,192 $2.05 Million
Q2 2024

Aug 14, 2024

BUY
$87.95 - $97.99 $3,078 - $3,429
35 Added 0.17%
20,828 $2.03 Million
Q1 2024

May 14, 2024

SELL
$82.96 - $93.97 $848,763 - $961,407
-10,231 Reduced 32.98%
20,793 $1.95 Million
Q4 2023

Feb 14, 2024

BUY
$72.21 - $84.55 $118,352 - $138,577
1,639 Added 5.58%
31,024 $2.62 Million
Q3 2023

Nov 14, 2023

SELL
$74.91 - $80.11 $42,249 - $45,182
-564 Reduced 1.88%
29,385 $2.22 Million
Q1 2023

May 15, 2023

SELL
$65.64 - $72.48 $545,599 - $602,453
-8,312 Reduced 21.72%
29,949 $2.13 Million
Q4 2022

Feb 14, 2023

BUY
$61.37 - $70.88 $646,103 - $746,224
10,528 Added 37.96%
38,261 $2.54 Million
Q3 2022

Nov 14, 2022

SELL
$61.76 - $74.65 $842,900 - $1.02 Million
-13,648 Reduced 32.98%
27,733 $1.71 Million
Q2 2022

Aug 15, 2022

BUY
$64.17 - $80.06 $2.42 Million - $3.01 Million
37,646 Added 1007.93%
41,381 $2.75 Million
Q1 2022

May 16, 2022

BUY
$72.8 - $84.71 $271,908 - $316,391
3,735 New
3,735 $296,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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