A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 11,389 shares of ICLN stock, worth $148,740. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,389
Previous 11,389 -0.0%
Holding current value
$148,740
Previous $159,000 5.03%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$13.42 - $15.39 $174 - $200
13 Added 0.11%
11,389 $159,000
Q4 2023

Feb 09, 2024

SELL
$12.86 - $15.73 $37,769 - $46,199
-2,937 Reduced 20.52%
11,376 $177,000
Q3 2023

Nov 06, 2023

BUY
$14.59 - $19.04 $26,670 - $34,805
1,828 Added 14.64%
14,313 $209,000
Q2 2023

Jul 31, 2023

SELL
$17.78 - $19.91 $62,727 - $70,242
-3,528 Reduced 22.03%
12,485 $229,000
Q1 2023

May 04, 2023

SELL
$18.32 - $21.36 $5,441 - $6,343
-297 Reduced 1.82%
16,013 $316,000
Q4 2022

Feb 01, 2023

BUY
$17.54 - $21.27 $75,176 - $91,163
4,286 Added 35.65%
16,310 $323,000
Q3 2022

Oct 26, 2022

SELL
$18.81 - $23.61 $12,019 - $15,086
-639 Reduced 5.05%
12,024 $230,000
Q2 2022

Jul 13, 2022

BUY
$16.82 - $22.08 $212,991 - $279,599
12,663 New
12,663 $241,000
Q1 2021

Apr 26, 2021

SELL
$22.27 - $33.41 $169,140 - $253,748
-7,595 Closed
0 $0
Q4 2020

Jan 21, 2021

BUY
$19.08 - $28.29 $144,912 - $214,862
7,595 New
7,595 $214,000

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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