Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History

Schmidt P J Investment Management Inc

  • $530 Million
  • Q1 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 15,971 shares of IBDR stock, worth $379,311. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,971
Previous 15,766 1.3%
Holding current value
$379,311
Previous $376,000 1.06%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$23.76 - $23.98 $4,870 - $4,915
205 Added 1.3%
15,971 $380,000
Q4 2023

Jan 29, 2024
BUY
$23.15 - $23.9 $19,029 - $19,645
822 Added 5.5%
15,766 $376,000
Q3 2023

Oct 20, 2023
BUY
$23.28 - $23.6 $72,610 - $73,608
3,119 Added 26.38%
14,944 $348,000
Q2 2023

Jul 26, 2023
SELL
$23.42 - $23.83 $34,450 - $35,053
-1,471 Reduced 11.06%
11,825 $277,000
Q1 2023

Apr 28, 2023
BUY
$23.14 - $23.86 $307,669 - $317,242
13,296 New
13,296 $315,000

Others Institutions Holding IBDR

# of Institutions
339
Shares Held
79.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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