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

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 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 49,838 shares of SUSC stock, worth $1.14 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
49,838
Previous 61,512 18.98%
Holding current value
$1.14 Million
Previous $1.4 Million 17.75%
% of portfolio
0.22%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$22.42 - $23.22 $261,731 - $271,070
-11,674 Reduced 18.98%
49,838 $1.15 Million
Q4 2024

Jan 27, 2025
BUY
$22.65 - $23.8 $60,883 - $63,974
2,688 Added 4.57%
61,512 $1.4 Million
Q3 2024

Oct 23, 2024
BUY
$22.51 - $23.92 $71,109 - $75,563
3,159 Added 5.68%
58,824 $1.4 Million
Q2 2024

Jul 29, 2024
SELL
$22.25 - $22.94 $32,774 - $33,790
-1,473 Reduced 2.58%
55,665 $1.26 Million
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
$21.15 - $23.06 $245,043 - $267,173
11,586 New
11,586 $258,000

Others Institutions Holding SUSC

# of Institutions
285
Shares Held
40.5M
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
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More about SUSC
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