Neumann Capital Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Neumann Capital Management, LLC

$280 Million
Q1 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Neumann Capital Management, LLC holds 23,995 shares of SUSC stock, worth $549,005. This represents 0.2% of its overall portfolio holdings.

Number of Shares

23,995

Previous 23,295 3.0%

Holding current value

$549,005

Previous $542,000 1.66%

% of portfolio

0.2%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$22.66 - $23.29 $15,862 - $16,303	700 Added 3.0%	23,995 $551,000
Q4 2023 Feb 07, 2024	BUY	$21.11 - $23.38 $42,220 - $46,760	2,000 Added 9.39%	23,295 $542,000
Q1 2023 May 02, 2023	BUY	$22.22 - $23.44 $15,554 - $16,408	700 Added 3.4%	21,295 $489,000
Q4 2022 Feb 06, 2023	BUY	$21.4 - $23.06 $7,917 - $8,532	370 Added 1.83%	20,595 $459,000
Q3 2022 Nov 14, 2022	SELL	N/A	-3,700 Reduced 15.46%	20,225 $441,000

Q2 2022 Jul 20, 2022	SELL	N/A	-2,700 Reduced 10.14%	23,925 $554,000
Q1 2022 May 09, 2022	BUY	N/A	7,400 Added 38.49%	26,625 $669,000
Q4 2021 Feb 03, 2022	BUY	N/A	300 Added 1.59%	19,225 $525,000
Q3 2021 Nov 01, 2021	BUY	N/A	3,800 Added 25.12%	18,925 $520,000
Q2 2021 Jul 21, 2021	BUY	N/A	15,125 New	15,125 $419,000

Others Institutions Holding SUSC

# of Institutions

241

Shares Held

36.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Account

Neumann Capital Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History