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

Keebeck Wealth Management, LLC

  • $670 Million
  • Q4 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 20,064 shares of SUSL stock, worth $2.11 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,064
Previous 20,192 0.63%
Holding current value
$2.11 Million
Previous $2.05 Million 0.88%
% of portfolio
0.31%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$100.38 - $107.86 $12,848 - $13,806
-128 Reduced 0.63%
20,064 $2.07 Million
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

# of Institutions
174
Shares Held
8.15M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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.

Choose your preferred platform and Sign Up 👇 Telegram Email