Schneider Downs Wealth Management Advisors, LP Ishares S&P Midcap 400 Growth Transaction History

Schneider Downs Wealth Management Advisors, LP

$517 Million
Q4 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 5,432 shares of IJK stock, worth $510,553. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,432

Previous 5,432 -0.0%

Holding current value

$510,553

Previous $499,000 1.2%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$71.48 - $77.94 $9,292 - $10,132	-130 Reduced 2.34%	5,432 $392,000
Q1 2023 May 04, 2023	SELL	$67.77 - $74.78 $23,041 - $25,425	-340 Reduced 5.76%	5,562 $397,000
Q4 2022 Feb 01, 2023	BUY	$63.9 - $72.95 $30,033 - $34,286	470 Added 8.65%	5,902 $403,000
Q4 2020 Jan 21, 2021	BUY	$60.53 - $72.82 $246,599 - $296,668	4,074 Added 300.0%	5,432 $392,000
Q2 2020 Jul 15, 2020	SELL	$41.56 - $59.34 $748 - $1,068	-18 Reduced 1.31%	1,358 $304,000
Q2 2019 Jul 16, 2019	SELL	N/A	-15 Reduced 1.08%	1,376 $311,000
Q1 2019 May 01, 2019	BUY	N/A	33 Added 2.43%	1,391 $305,000
Q4 2018 Jan 31, 2019	BUY	N/A	315 Added 30.2%	1,358 $260,000
Q3 2017 Oct 11, 2017	BUY	N/A	1,043	1,043 $211,000

Others Institutions Holding IJK

# of Institutions

951

Shares Held

72.5M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account

Schneider Downs Wealth Management Advisors, LP Ishares S&P Midcap 400 Growth Transaction History