ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 15,261 Value ($000) $1,851 Avg Close — Range —
Q3 2025
Shares 15,261 Value ($000) $1,786 Avg Close — Range —
Q2 2025
Shares 15,261 Value ($000) $1,654 Avg Close — Range —
Q1 2025
Shares 15,418 Value ($000) $1,477 Avg Close — Range —
Q4 2024
Shares 20,064 Value ($000) $2,067 Avg Close — Range —
Q3 2024
Shares 20,192 Value ($000) $2,050 Avg Close — Range —
Q2 2024
Shares 20,828 Value ($000) $2,029 Avg Close — Range —
Q1 2024
Shares 20,793 Value ($000) $1,951 Avg Close — Range —
Q4 2023
Shares 31,024 Value ($000) $2,618 Avg Close — Range —
Q3 2023
Shares 29,385 Value ($000) $2,225 Avg Close — Range —
Q2 2023
Shares 29,949 Value ($000) $2,319 Avg Close — Range —
Q1 2023
Shares 29,949 Value ($000) $2,134 Avg Close — Range —
Q4 2022
Shares 38,261 Value ($000) $2,537 Avg Close — Range —
Q3 2022
Shares 27,733 Value ($000) $1,713 Avg Close — Range —
Q2 2022
Shares 41,381 Value ($000) $2,747 Avg Close — Range —
Q1 2022
Shares 3,735 Value ($000) $296 Avg Close — Range —