Keebeck Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Keebeck Wealth Management, LLC

$671 Million
Q2 2024

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 20,828 shares of SUSL stock, worth $2.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

20,828

Previous 20,793 0.17%

Holding current value

$2.1 Million

Previous $1.95 Million 4.0%

% of portfolio

0.3%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

159

Shares Held

9.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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Keebeck Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History