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

Keebeck Wealth Management, LLC

$795 Million
Q3 2025

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 15,261 shares of SUSL stock, worth $1.81 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,261

Previous 15,261 -0.0%

Holding current value

$1.81 Million

Previous $1.65 Million 8.05%

% of portfolio

0.22%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$86.12 - $108.35 $13,520 - $17,010	-157 Reduced 1.02%	15,261 $1.65 Million
Q1 2025 May 15, 2025	SELL	$95.35 - $107.82 $442,996 - $500,931	-4,646 Reduced 23.16%	15,418 $1.48 Million
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

193

Shares Held

6.45M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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