Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2025 Ter 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 Dec 2025 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 35,026 shares of IBTF stock, worth $818,207. This represents 0.15% of its overall portfolio holdings.

Number of Shares
35,026
Previous 20,435 71.4%
Holding current value
$818,207
Previous $476,000 71.85%
% of portfolio
0.15%
Previous 0.08%

Shares

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

May 21, 2025
BUY
$23.29 - $23.38 $339,824 - $341,137
14,591 Added 71.4%
35,026 $818,000
Q4 2024

Jan 27, 2025
BUY
$23.25 - $23.37 $38,874 - $39,074
1,672 Added 8.91%
20,435 $476,000
Q3 2024

Oct 23, 2024
SELL
$23.13 - $23.43 $49,775 - $50,421
-2,152 Reduced 10.29%
18,763 $439,000
Q2 2024

Jul 29, 2024
BUY
$23.1 - $23.22 $10,325 - $10,379
447 Added 2.18%
20,915 $485,000
Q1 2024

Apr 26, 2024
BUY
$23.16 - $23.36 $23,831 - $24,037
1,029 Added 5.29%
20,468 $475,000
Q4 2023

Jan 29, 2024
BUY
$22.97 - $23.28 $160,606 - $162,773
6,992 Added 56.17%
19,439 $452,000
Q3 2023

Oct 20, 2023
BUY
$23.01 - $23.2 $29,843 - $30,090
1,297 Added 11.63%
12,447 $287,000
Q2 2023

Jul 26, 2023
SELL
$23.13 - $23.6 $23,130 - $23,600
-1,000 Reduced 8.23%
11,150 $257,000
Q1 2023

Apr 28, 2023
BUY
$22.99 - $23.65 $22,990 - $23,650
1,000 Added 8.97%
12,150 $285,000
Q4 2022

Feb 01, 2023
BUY
$23.05 - $23.48 $257,007 - $261,802
11,150 New
11,150 $259,000

Others Institutions Holding IBTF

# of Institutions
313
Shares Held
79.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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