Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2026 Ter 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 Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 14,574 shares of IBDR stock, worth $346,132. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,574
Previous 14,184 2.75%
Holding current value
$346,132
Previous $336,000 2.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 27, 2025
BUY
N/A
390 Added 2.75%
14,574 $346,000
Q2 2025

Aug 01, 2025
BUY
N/A
6 Added 0.04%
14,184 $336,000
Q1 2025

May 21, 2025
SELL
N/A
-161 Reduced 1.12%
14,178 $336,000
Q4 2024

Jan 27, 2025
BUY
N/A
10 Added 0.07%
14,339 $340,000
Q3 2024

Oct 23, 2024
BUY
$23.75 - $23.75 $166 - $166
7 Added 0.05%
14,329 $340,000
Q2 2024

Jul 29, 2024
SELL
$23.65 - $23.82 $38,998 - $39,279
-1,649 Reduced 10.32%
14,322 $341,000
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
465
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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