Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
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 18,837 shares of IBTJ stock, worth $403,488. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,837
Previous 14,551
29.46%
Holding current value
$403,488
Previous $321,000
24.92%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
136Shares Held
14.2MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio