Schneider Downs Wealth Management Advisors, LP Ishares Tr Transaction History

Schneider Downs Wealth Management Advisors, LP

$517 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 24, 2018	SELL	N/A	-2,149 Closed	0 $0
Q3 2017 Oct 11, 2017	BUY	N/A	2,149	2,149 $201,000

Others Institutions Holding DVY

# of Institutions

1,402

Shares Held

68.6M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.12 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$838 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$515 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$498 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

2.96M
Shares

$399 Million
0.07% of portfolio

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About ISHARES TR

Ticker DVY
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