ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Keebeck Wealth Management's Holding History (CIK: 0001803675)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 2,407 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 2,578 Value ($000) $203 Avg Close — Range —
Q4 2023
Shares 4,640 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 4,061 Value ($000) $258 Avg Close — Range —
Q2 2023
Shares 4,060 Value ($000) $269 Avg Close — Range —
Q1 2023
Shares 4,060 Value ($000) $258 Avg Close — Range —
Q4 2022
Shares 4,245 Value ($000) $254 Avg Close — Range —
Q3 2022
Shares 6,831 Value ($000) $379 Avg Close — Range —
Q2 2022
Shares 6,970 Value ($000) $417 Avg Close — Range —
Q1 2022
Shares 10,268 Value ($000) $708 Avg Close — Range —
Q4 2021
Shares 10,173 Value ($000) $741 Avg Close — Range —
Q3 2021
Shares 11,882 Value ($000) $829 Avg Close — Range —
Q2 2021
Shares 12,121 Value ($000) $856 Avg Close — Range —
Q1 2021
Shares 12,394 Value ($000) $830 Avg Close — Range —
Q4 2020
Shares 3,940 Value ($000) $253 Avg Close — Range —