Peak Financial Management, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Peak Financial Management, Inc. holds 19,967 shares of SUSC stock, worth $466,828. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,967
Previous 19,535 2.21%
Holding current value
$466,828
Previous $453,000 3.75%
% of portfolio
0.13%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$22.89 - $23.7 $9,888 - $10,238
432 Added 2.21%
19,967 $470,000
Q2 2025

Jul 23, 2025
BUY
$22.43 - $23.23 $27,185 - $28,154
1,212 Added 6.61%
19,535 $453,000
Q1 2025

May 12, 2025
BUY
$22.42 - $23.22 $10,313 - $10,681
460 Added 2.58%
18,323 $422,000
Q4 2024

Jan 21, 2025
BUY
$22.65 - $23.8 $906 - $952
40 Added 0.22%
17,863 $405,000
Q3 2024

Oct 15, 2024
SELL
$22.51 - $23.92 $12,605 - $13,395
-560 Reduced 3.05%
17,823 $424,000
Q2 2024

Jul 22, 2024
BUY
$22.25 - $22.94 $6,341 - $6,537
285 Added 1.57%
18,383 $417,000
Q1 2024

Apr 22, 2024
BUY
$22.66 - $23.29 $66,620 - $68,472
2,940 Added 19.4%
18,098 $416,000
Q4 2023

Jan 18, 2024
BUY
$21.11 - $23.38 $8,549 - $9,468
405 Added 2.75%
15,158 $352,000
Q3 2023

Oct 24, 2023
SELL
$21.72 - $22.83 $5,690 - $5,981
-262 Reduced 1.74%
14,753 $321,000
Q2 2023

Jul 26, 2023
BUY
$22.41 - $23.18 $50,332 - $52,062
2,246 Added 17.59%
15,015 $341,000
Q1 2023

Apr 24, 2023
SELL
$22.22 - $23.44 $555 - $586
-25 Reduced 0.2%
12,769 $293,000
Q4 2022

Jan 27, 2023
SELL
$21.15 - $23.06 $50,167 - $54,698
-2,372 Reduced 15.64%
12,794 $285,000
Q3 2022

Oct 28, 2022
BUY
$21.64 - $23.92 $45,898 - $50,734
2,121 Added 16.26%
15,166 $330,000
Q2 2022

Jul 29, 2022
BUY
$22.68 - $25.19 $340 - $377
15 Added 0.12%
13,045 $302,000
Q1 2022

Apr 20, 2022
BUY
$24.73 - $27.06 $97,807 - $107,022
3,955 Added 43.58%
13,030 $327,000
Q4 2021

Jan 27, 2022
BUY
$27.14 - $27.83 $32,323 - $33,145
1,191 Added 15.11%
9,075 $248,000
Q3 2021

Oct 19, 2021
BUY
$27.5 - $28.1 $216,810 - $221,540
7,884 New
7,884 $217,000

Others Institutions Holding SUSC

# of Institutions
297
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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