Schmidt P J Investment Management Inc Ishares Morningstar Small Cap Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
158Shares Held
7.72MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$54 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$23.7 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$20.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$20.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$18.9 Million0.0% of portfolio