Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Schmidt P J Investment Management Inc

  • $577 Million
  • Q3 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 14,495 shares of IBDT stock, worth $360,345. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,495
Previous 13,395 8.21%
Holding current value
$360,345
Previous $331,000 11.78%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$24.62 - $25.59 $27,082 - $28,149
1,100 Added 8.21%
14,495 $370,000
Q2 2024

Jul 29, 2024
SELL
$24.4 - $24.86 $41,260 - $42,038
-1,691 Reduced 11.21%
13,395 $331,000
Q1 2024

Apr 26, 2024
BUY
$24.69 - $25.14 $96,883 - $98,649
3,924 Added 35.15%
15,086 $375,000
Q4 2023

Jan 29, 2024
BUY
$23.63 - $25.1 $3,024 - $3,212
128 Added 1.16%
11,162 $280,000
Q3 2023

Oct 20, 2023
BUY
$23.94 - $24.67 $29,996 - $30,911
1,253 Added 12.81%
11,034 $265,000
Q2 2023

Jul 26, 2023
BUY
$24.43 - $25.1 $238,949 - $245,503
9,781 New
9,781 $239,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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