Schmidt P J Investment Management Inc Ishares Expanded Tech Sector E 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 Expanded Tech Sector E stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,901 shares of IGM stock, worth $724,605. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,901

Previous 6,920 0.27%

Holding current value

$724,605

Previous $663,000 6.18%

% of portfolio

0.12%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

431

Shares Held

26.5M

Call Options Held

49.2K

Put Options Held

35.8K

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
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Industry ETFs

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