Pecaut & Co. Ishares Tr Esg Aware Usd Corpo Transaction History

Pecaut & Co.

$269 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$21.15 - $23.06 $2,072 - $2,259	-98 Reduced 0.54%	18,022 $401,000
Q2 2022 Aug 04, 2022	SELL	$22.68 - $25.19 $483,288 - $536,773	-21,309 Reduced 54.04%	18,120 $419,000
Q1 2022 May 10, 2022	BUY	$24.73 - $27.06 $121,374 - $132,810	4,908 Added 14.22%	39,429 $991,000
Q4 2021 Feb 11, 2022	SELL	$27.14 - $27.83 $244,097 - $250,303	-8,994 Reduced 20.67%	34,521 $942,000
Q3 2021 Nov 05, 2021	BUY	$27.5 - $28.1 $24,420 - $24,952	888 Added 2.08%	43,515 $1.2 Million
Q2 2021 Aug 12, 2021	BUY	$26.94 - $27.73 $1.15 Million - $1.18 Million	42,627 New	42,627 $1.18 Million

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.8 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.9 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.4 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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