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 6,920 shares of IGM stock, worth $698,574. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,920
Previous 6,726 2.88%
Holding current value
$698,574
Previous $634,000 4.57%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES EXPANDED TECH SECTOR E


  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.