Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Transaction History

Schmidt P J Investment Management Inc

$530 Million
Q1 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 57,138 shares of SUSC stock, worth $1.29 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

57,138

Previous 56,216 1.64%

Holding current value

$1.29 Million

Previous $1.31 Million 0.38%

% of portfolio

0.25%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$22.66 - $23.29 $20,892 - $21,473	922 Added 1.64%	57,138 $1.31 Million
Q4 2023 Jan 29, 2024	BUY	$21.11 - $23.38 $310,084 - $343,428	14,689 Added 35.37%	56,216 $1.31 Million
Q3 2023 Oct 20, 2023	BUY	$21.72 - $22.83 $49,912 - $52,463	2,298 Added 5.86%	41,527 $903,000
Q2 2023 Jul 26, 2023	BUY	$22.41 - $23.18 $230,576 - $238,499	10,289 Added 35.55%	39,229 $892,000
Q1 2023 Apr 28, 2023	BUY	$22.22 - $23.44 $385,605 - $406,777	17,354 Added 149.78%	28,940 $665,000

Q4 2022 Feb 01, 2023	BUY	$21.4 - $23.06 $247,940 - $267,173	11,586 New	11,586 $258,000

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 Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Account

Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Transaction History