Spectrum Planning & Advisory Services Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 18,943 shares of SUSC stock, worth $439,667. This represents 0.33% of its overall portfolio holdings.

Number of Shares

18,943

Previous 19,362 2.16%

Holding current value

$439,667

Previous $446,000 1.35%

% of portfolio

0.33%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$22.43 - $23.23 $9,398 - $9,733	-419 Reduced 2.16%	18,943 $440,000
Q1 2025 Apr 22, 2025	BUY	$22.42 - $23.22 $53,426 - $55,333	2,383 Added 14.03%	19,362 $446,000
Q4 2024 Jan 22, 2025	SELL	$22.65 - $23.8 $3,850 - $4,046	-170 Reduced 0.99%	16,979 $385,000
Q3 2024 Nov 08, 2024	BUY	$22.51 - $23.92 $386,023 - $410,204	17,149 New	17,149 $407,000
Q2 2021 Jul 19, 2021	SELL	$26.94 - $27.73 $208,946 - $215,073	-7,756 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$26.68 - $28.24 $2,801 - $2,965	-105 Reduced 1.34%	7,756 $209,000
Q4 2020 Feb 02, 2021	BUY	$27.6 - $28.38 $216,963 - $223,095	7,861 New	7,861 $223,000

Others Institutions Holding SUSC

# of Institutions

282

Shares Held

42M

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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account

Spectrum Planning & Advisory Services Inc. Ishares Tr Esg Aware Usd Corpo Transaction History