Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Schmidt P J Investment Management Inc
- $587 Million
- Q3 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 8,562 shares of IBMQ stock, worth $218,331. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,562
Previous 8,562
-0.0%
Holding current value
$218,331
Previous $217,000
0.92%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio