Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 17,480 shares of IBTJ stock, worth $380,714. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,480
Previous 18,837
7.2%
Holding current value
$380,714
Previous $401,000
5.24%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
24.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.9 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.4 Million0.01% of portfolio
-
Atwood & Palmer Inc1.14MShares$24.8 Million1.76% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL855KShares$18.6 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO803KShares$17.5 Million0.02% of portfolio