Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2024 Ter Transaction History

Schmidt P J Investment Management Inc

  • $547 Million
  • Q2 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 51,223 shares of IBTE stock, worth $1.23 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
51,223
Previous 56,811 9.84%
Holding current value
$1.23 Million
Previous $1.36 Million 9.71%
% of portfolio
0.22%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$23.85 - $23.98 $133,273 - $134,000
-5,588 Reduced 9.84%
51,223 $1.23 Million
Q1 2024

Apr 26, 2024
SELL
$23.85 - $23.95 $83,641 - $83,992
-3,507 Reduced 5.81%
56,811 $1.36 Million
Q4 2023

Jan 29, 2024
BUY
$23.75 - $23.91 $368,315 - $370,796
15,508 Added 34.61%
60,318 $1.44 Million
Q3 2023

Oct 20, 2023
SELL
$23.72 - $23.85 $6.79 Million - $6.82 Million
-286,137 Reduced 86.46%
44,810 $1.07 Million
Q2 2023

Jul 26, 2023
SELL
$23.77 - $24.01 $1.26 Million - $1.27 Million
-53,017 Reduced 13.81%
330,947 $7.88 Million
Q1 2023

Apr 28, 2023
BUY
$23.67 - $24.08 $1.34 Million - $1.36 Million
56,657 Added 17.31%
383,964 $9.22 Million
Q4 2022

Feb 01, 2023
BUY
$23.73 - $23.95 $1.19 Million - $1.21 Million
50,333 Added 18.17%
327,307 $7.81 Million
Q3 2022

Oct 24, 2022
BUY
$23.9 - $24.49 $6.62 Million - $6.78 Million
276,974 New
276,974 $6.61 Million

Others Institutions Holding IBTE

# of Institutions
299
Shares Held
91.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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