A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 12,811 shares of IBDV stock, worth $276,205. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,811
Previous 10,562 21.29%
Holding current value
$276,205
Previous $225,000 23.56%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 21, 2025

BUY
$21.11 - $21.73 $47,476 - $48,870
2,249 Added 21.29%
12,811 $278,000
Q3 2024

Oct 23, 2024

BUY
$21.11 - $22.24 $222,963 - $234,898
10,562 New
10,562 $234,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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