Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 15,086 shares of IBDT stock, worth $376,244. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,086
Previous 11,162
35.15%
Holding current value
$376,244
Previous $280,000
33.93%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
271Shares Held
55.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$60.1 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$59.7 Million1.36% of portfolio
-
Capital Advisors Inc2.27MShares$56.7 Million1.23% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$45.1 Million0.91% of portfolio