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

Peak Financial Management, Inc.

$330 Million
Q1 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 18,323 shares of SUSC stock, worth $419,596. This represents 0.13% of its overall portfolio holdings.

Number of Shares

18,323

Previous 17,863 2.58%

Holding current value

$419,596

Previous $405,000 4.2%

% of portfolio

0.13%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

285

Shares Held

40.5M

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 Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

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