Schmidt P J Investment Management Inc Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 8,839 shares of IBMO stock, worth $226,013. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,839
Previous 8,829 0.11%
Holding current value
$226,013
Previous $224,000 0.45%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 21, 2025
BUY
$25.45 - $25.6 $254 - $256
10 Added 0.11%
8,839 $225,000
Q4 2024

Jan 27, 2025
SELL
$25.4 - $25.62 $11,430 - $11,529
-450 Reduced 4.85%
8,829 $224,000
Q3 2024

Oct 23, 2024
BUY
$25.26 - $25.66 $328 - $333
13 Added 0.14%
9,279 $238,000
Q2 2024

Jul 29, 2024
BUY
$25.16 - $25.33 $327 - $329
13 Added 0.14%
9,266 $234,000
Q1 2024

Apr 26, 2024
SELL
$25.35 - $25.52 $42,182 - $42,465
-1,664 Reduced 15.24%
9,253 $234,000
Q4 2023

Jan 29, 2024
SELL
$24.71 - $25.52 $13,343 - $13,780
-540 Reduced 4.71%
10,917 $278,000
Q3 2023

Oct 20, 2023
BUY
$24.76 - $25.26 $272 - $277
11 Added 0.1%
11,457 $284,000
Q2 2023

Jul 26, 2023
BUY
$24.96 - $25.63 $30,001 - $30,807
1,202 Added 11.73%
11,446 $288,000
Q1 2023

Apr 28, 2023
BUY
$24.99 - $25.64 $255,997 - $262,656
10,244 New
10,244 $261,000

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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