Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
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 51,072 shares of SUSC stock, worth $1.19 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
51,072
Previous 49,838
2.48%
Holding current value
$1.19 Million
Previous $1.15 Million
3.22%
% of portfolio
0.21%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
282Shares Held
42MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$195 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$85.2 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$70.6 Million0.19% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.3 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.3 Million0.02% of portfolio