Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Transaction History
Schmidt P J Investment Management Inc
- $587 Million
- Q3 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 52,381 shares of SUSC stock, worth $1.22 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
52,381
Previous 51,072
2.56%
Holding current value
$1.22 Million
Previous $1.19 Million
4.05%
% of portfolio
0.21%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio