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 $383,162. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,504
Previous 17,480
0.14%
Holding current value
$383,162
Previous $380,000
0.79%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$33 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.2 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.8 Million1.4% of portfolio