Schmidt P J Investment Management Inc Ishares Cmbs ETF 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 Cmbs ETF stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 95,357 shares of CMBS stock, worth $4.67 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
95,357
Previous 91,204 4.55%
Holding current value
$4.67 Million
Previous $4.44 Million 5.31%
% of portfolio
0.8%
Previous 0.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$48.14 - $49.26 $199,925 - $204,576
4,153 Added 4.55%
95,357 $4.68 Million
Q2 2025

Aug 01, 2025
BUY
$47.54 - $48.72 $4.34 Million - $4.44 Million
91,204 New
91,204 $4.44 Million
Q3 2023

Oct 20, 2023
SELL
$44.88 - $46.03 $1.11 Million - $1.14 Million
-24,836 Reduced 24.68%
75,815 $3.41 Million
Q2 2023

Jul 26, 2023
SELL
$45.86 - $47.07 $1.66 Million - $1.7 Million
-36,113 Reduced 26.41%
100,651 $4.62 Million
Q1 2023

Apr 28, 2023
BUY
$45.64 - $47.36 $1.5 Million - $1.55 Million
32,780 Added 31.52%
136,764 $6.32 Million
Q4 2022

Feb 01, 2023
BUY
$44.69 - $46.69 $1.7 Million - $1.78 Million
38,126 Added 57.89%
103,984 $4.77 Million
Q3 2022

Oct 24, 2022
BUY
$45.75 - $49.07 $245,540 - $263,358
5,367 Added 8.87%
65,858 $2.96 Million
Q2 2022

Aug 24, 2022
BUY
$46.98 - $49.67 $2.84 Million - $3 Million
60,491 New
60,491 $2.91 Million

Others Institutions Holding CMBS

# of Institutions
108
Shares Held
7.36M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CMBS ETF

CMBS Quotes by TradingView
  • Ticker CMBS
  • Sector ETFs
  • Industry ETFs
More about CMBS
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