Charter Oak Capital Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 129,665 shares of SUSB stock, worth $3.22 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
129,665
Previous 123,466
5.02%
Holding current value
$3.22 Million
Previous $3.05 Million
6.26%
% of portfolio
0.3%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding SUSB
# of Institutions
332Shares Held
30.2MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.07MShares$76.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.24MShares$55.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.11MShares$27.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$21.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6801KShares$19.9 Million0.0% of portfolio