Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 17,504 shares of IBTJ stock, worth $383,862. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,504
Previous 17,480 0.14%
Holding current value
$383,862
Previous $380,000 0.79%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$21.57 - $21.99 $517 - $527
24 Added 0.14%
17,504 $383,000
Q1 2025

May 21, 2025
SELL
$21.16 - $21.77 $28,714 - $29,541
-1,357 Reduced 7.2%
17,480 $380,000
Q4 2024

Jan 27, 2025
BUY
$21.25 - $22.07 $91,077 - $94,592
4,286 Added 29.46%
18,837 $401,000
Q3 2024

Oct 23, 2024
BUY
$21.22 - $22.22 $308,772 - $323,323
14,551 New
14,551 $321,000

Others Institutions Holding IBTJ

# of Institutions
168
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
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