Schmidt P J Investment Management Inc Ishares Tr Ibonds December 202 Transaction History

Schmidt P J Investment Management Inc

  • $530 Million
  • Q1 2024

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 9,253 shares of IBMO stock, worth $235,396. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,253
Previous 10,917 15.24%
Holding current value
$235,396
Previous $278,000 15.83%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
165
Shares Held
16.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email