Keebeck Wealth Management, LLC Ishares Tr Transaction History

Keebeck Wealth Management, LLC

$670 Million
Q4 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 5,247 shares of IYH stock, worth $329,144. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,247

Previous 5,317 1.32%

Holding current value

$329,144

Previous $345,000 11.59%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $65.24 $4,027 - $4,566	-70 Reduced 1.32%	5,247 $305,000
Q3 2024 Nov 14, 2024	SELL	$60.29 - $66.38 $51,789 - $57,020	-859 Reduced 13.91%	5,317 $345,000
Q2 2024 Aug 14, 2024	SELL	$58.05 - $61.75 $4,295 - $4,569	-74 Reduced 1.18%	6,176 $378,000
Q1 2024 May 14, 2024	BUY	$60.83 - $309.78 $303,845 - $1.55 Million	4,995 Added 398.01%	6,250 $386,000
Q4 2023 Feb 14, 2024	SELL	$257.23 - $286.28 $170,029 - $189,231	-661 Reduced 34.5%	1,255 $359,000
Q3 2023 Nov 14, 2023	SELL	$270.07 - $286.44 $714,335 - $757,633	-2,645 Reduced 57.99%	1,916 $517,000
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $393,482 - $420,895	1,473 Added 47.7%	4,561 $1.28 Million
Q1 2023 May 15, 2023	SELL	$260.66 - $283.72 $67,510 - $73,483	-259 Reduced 7.74%	3,088 $843,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $61,385 - $351,163	1,206 Added 56.33%	3,347 $949,000
Q3 2022 Nov 14, 2022	SELL	$50.54 - $281.89 $1,212 - $6,765	-24 Reduced 1.11%	2,141 $542,000
Q2 2022 Aug 15, 2022	BUY	$249.77 - $300.0 $540,752 - $649,500	2,165 New	2,165 $582,000

Others Institutions Holding IYH

# of Institutions

548

Shares Held

24.3M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Keebeck Wealth Management, LLC Ishares Tr Transaction History