A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 33,438 shares of IYW stock, worth $5.41 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
33,438
Previous 32,607 2.55%
Holding current value
$5.41 Million
Previous $5.2 Million 9.71%
% of portfolio
0.88%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025

BUY
$140.44 - $166.79 $116,705 - $138,602
831 Added 2.55%
33,438 $4.7 Million
Q4 2024

Jan 27, 2025

BUY
$148.14 - $166.23 $339,685 - $381,165
2,293 Added 7.56%
32,607 $5.2 Million
Q3 2024

Oct 23, 2024

BUY
$133.16 - $158.73 $4.04 Million - $4.81 Million
30,314 New
30,314 $4.6 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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.