Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Schmidt P J Investment Management Inc

  • $563 Million
  • Q4 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 16,239 shares of IBDS stock, worth $390,710. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,239
Previous 16,239 -0.0%
Holding current value
$390,710
Previous $395,000 1.52%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$23.48 - $23.77 $38,953 - $39,434
-1,659 Reduced 9.27%
16,239 $385,000
Q1 2024

Apr 26, 2024
BUY
$23.67 - $24.03 $355 - $360
15 Added 0.08%
17,898 $425,000
Q4 2023

Jan 29, 2024
BUY
$22.84 - $23.94 $91,519 - $95,927
4,007 Added 28.88%
17,883 $427,000
Q3 2023

Oct 20, 2023
BUY
$23.07 - $23.6 $55,068 - $56,333
2,387 Added 20.78%
13,876 $321,000
Q2 2023

Jul 26, 2023
BUY
$23.39 - $23.94 $60,135 - $61,549
2,571 Added 28.83%
11,489 $269,000
Q1 2023

Apr 28, 2023
BUY
$23.15 - $24.01 $206,451 - $214,121
8,918 New
8,918 $212,000

Others Institutions Holding IBDS

# of Institutions
354
Shares Held
86.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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