Schmidt P J Investment Management Inc Ishares Expanded Tech Sector E 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 Expanded Tech Sector E stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,886 shares of IGM stock, worth $706,916. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,886

Previous 6,901 0.22%

Holding current value

$706,916

Previous $704,000 11.36%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$90.67 - $108.46 $1,360 - $1,626	-15 Reduced 0.22%	6,886 $624,000
Q4 2024 Jan 27, 2025	SELL	$94.19 - $106.95 $1,789 - $2,032	-19 Reduced 0.27%	6,901 $704,000
Q3 2024 Oct 23, 2024	BUY	$84.03 - $98.62 $16,301 - $19,132	194 Added 2.88%	6,920 $663,000
Q2 2024 Jul 29, 2024	BUY	$80.02 - $95.38 $42,250 - $50,360	528 Added 8.52%	6,726 $634,000
Q1 2024 Apr 26, 2024	BUY	$84.27 - $516.87 $437,277 - $2.68 Million	5,189 Added 514.27%	6,198 $534,000
Q4 2023 Jan 29, 2024	SELL	$365.86 - $450.72 $18,293 - $22,536	-50 Reduced 4.72%	1,009 $452,000
Q3 2023 Oct 20, 2023	BUY	$376.08 - $412.97 $9,402 - $10,324	25 Added 2.42%	1,059 $404,000
Q1 2023 Apr 28, 2023	BUY	$275.98 - $339.32 $285,363 - $350,856	1,034 New	1,034 $350,000

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
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Schmidt P J Investment Management Inc Ishares Expanded Tech Sector E Transaction History