Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 13,558 shares of IBDU stock, worth $314,410. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,558
Previous 11,986 13.12%
Holding current value
$314,410
Previous $273,000 14.65%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
BUY
$22.61 - $23.14 $35,542 - $36,376
1,572 Added 13.12%
13,558 $313,000
Q4 2024

Jan 27, 2025
BUY
$22.71 - $23.47 $4,110 - $4,248
181 Added 1.53%
11,986 $273,000
Q3 2024

Oct 23, 2024
BUY
$22.51 - $23.57 $39,167 - $41,011
1,740 Added 17.29%
11,805 $277,000
Q2 2024

Jul 29, 2024
BUY
$22.29 - $22.77 $9,985 - $10,200
448 Added 4.66%
10,065 $228,000
Q1 2024

Apr 26, 2024
BUY
$22.61 - $23.1 $217,440 - $222,152
9,617 New
9,617 $219,000

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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