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

Spectrum Planning & Advisory Services Inc.

$148 Million
Q3 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 20,421 shares of SUSC stock, worth $477,442. This represents 0.32% of its overall portfolio holdings.

Number of Shares

20,421

Previous 18,943 7.8%

Holding current value

$477,442

Previous $440,000 9.32%

% of portfolio

0.32%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$22.89 - $23.7 $33,831 - $35,028	1,478 Added 7.8%	20,421 $481,000
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

295

Shares Held

45.7M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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