Schneider Downs Wealth Management Advisors, LP Ishares Russell 1000 Val ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $815 Million
  • Q3 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,054 shares of IWD stock, worth $215,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,054
Previous 1,054 -0.0%
Holding current value
$215,848
Previous $204,000 4.9%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$166.82 - $194.23 $175,828 - $204,718
1,054 New
1,054 $204,000
Q3 2023

Nov 06, 2023
SELL
$151.73 - $163.56 $17,600 - $18,972
-116 Reduced 7.16%
1,505 $228,000
Q4 2022

Feb 01, 2023
BUY
$136.78 - $158.99 $221,720 - $257,722
1,621 New
1,621 $245,000

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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