Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 10,877 shares of IBTG stock, worth $249,083. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,877
Previous 10,853
0.22%
Holding current value
$249,083
Previous $248,000
0.4%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
70.1MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio