Keebeck Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Keebeck Wealth Management, LLC

$795 Million
Q3 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 5,048 shares of IWB stock, worth $1.86 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,048

Previous 4,919 2.62%

Holding current value

$1.86 Million

Previous $1.67 Million 10.42%

% of portfolio

0.23%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$339.37 - $366.46 $43,778 - $47,273	129 Added 2.62%	5,048 $1.84 Million
Q2 2025 Aug 14, 2025	BUY	$272.36 - $339.57 $165,594 - $206,458	608 Added 14.1%	4,919 $1.67 Million
Q1 2025 May 15, 2025	BUY	$302.31 - $337.54 $191,059 - $213,325	632 Added 17.18%	4,311 $1.32 Million
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $34,560 - $38,355	122 Added 3.43%	3,679 $1.16 Million
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $1,088 - $1,194	4 Added 0.11%	3,557 $1.06 Million

Q1 2024 May 14, 2024	SELL	$257.46 - $288.1 $136,196 - $152,404	-529 Reduced 12.96%	3,553 $1.02 Million
Q4 2023 Feb 14, 2024	BUY	$225.16 - $263.17 $90,739 - $106,057	403 Added 10.95%	4,082 $1.07 Million
Q3 2023 Nov 14, 2023	BUY	$234.05 - $252.17 $18,255 - $19,669	78 Added 2.17%	3,679 $864,000
Q2 2023 Aug 14, 2023	SELL	$221.85 - $243.74 $221 - $243	-1 Reduced 0.03%	3,601 $877,000
Q1 2023 May 15, 2023	BUY	$208.78 - $230.55 $349,497 - $385,940	1,674 Added 86.83%	3,602 $811,000
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $18,315 - $20,877	93 Added 5.07%	1,928 $405,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $362,100 - $436,051	1,835 New	1,835 $362,000

Others Institutions Holding IWB

# of Institutions

1,631

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Keebeck Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History