Schmidt P J Investment Management Inc Ishares Tr 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 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
Others Institutions Holding IBDV
# of Institutions
234Shares Held
68.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$105 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$97.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.15MShares$67.9 Million1.38% of portfolio
-
Capital Advisors Inc2.68MShares$57.7 Million1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$56.5 Million0.02% of portfolio