Schmidt P J Investment Management Inc Ishares Dj Us Tech ETF Transaction History

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025

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 34,925 shares of IYW stock, worth $6.96 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
34,925
Previous 35,626 1.97%
Holding current value
$6.96 Million
Previous $6.17 Million 10.82%
% of portfolio
1.17%
Previous 1.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$171.38 - $197.01 $120,137 - $138,104
-701 Reduced 1.97%
34,925 $6.84 Million
Q2 2025

Aug 01, 2025
BUY
$122.57 - $173.27 $268,183 - $379,114
2,188 Added 6.54%
35,626 $6.17 Million
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

# of Institutions
1,365
Shares Held
67.2M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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