Schneider Downs Wealth Management Advisors, LP Ishares Russell 2000 Gwt ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $439 Million
  • Q2 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 2,037 shares of IWO stock, worth $584,007. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,037
Holding current value
$584,007
% of portfolio
0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$245.29 - $268.7 $499,655 - $547,341
2,037 New
2,037 $534,000
Q3 2023

Nov 06, 2023
SELL
$221.24 - $254.04 $9,513 - $10,923
-43 Reduced 1.99%
2,116 $474,000
Q1 2023

May 04, 2023
SELL
$212.51 - $245.01 $18,063 - $20,825
-85 Reduced 3.79%
2,159 $489,000
Q4 2022

Feb 01, 2023
BUY
$205.84 - $231.03 $40,138 - $45,050
195 Added 9.52%
2,244 $481,000
Q3 2022

Oct 26, 2022
BUY
$202.93 - $248.43 $19,684 - $24,097
97 Added 4.97%
2,049 $423,000
Q2 2022

Jul 13, 2022
SELL
$194.2 - $261.13 $13,205 - $17,756
-68 Reduced 3.37%
1,952 $403,000
Q1 2022

May 02, 2022
BUY
$234.1 - $296.68 $35,817 - $45,392
153 Added 8.19%
2,020 $517,000
Q3 2021

Oct 14, 2021
BUY
$284.4 - $314.06 $7,394 - $8,165
26 Added 1.41%
1,867 $548,000
Q1 2020

Apr 21, 2020
BUY
$135.58 - $225.25 $47,588 - $79,062
351 Added 23.56%
1,841 $291,000
Q4 2018

Jan 31, 2019
BUY
$156.33 - $211.73 $232,931 - $315,477
1,490 New
1,490 $250,000

Others Institutions Holding IWO

# of Institutions
1,000
Shares Held
33.5M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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