Schneider Downs Wealth Management Advisors, LP Ishares Trust Ishares Esg Awar 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 Trust Ishares Esg Awar stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 11,509 shares of ESGD stock, worth $975,617. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,509
Previous 10,452 10.11%
Holding current value
$975,617
Previous $879,000 0.34%
% of portfolio
0.17%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$75.65 - $83.47 $79,962 - $88,227
1,057 Added 10.11%
11,509 $876,000
Q3 2024

Nov 06, 2024
SELL
$75.63 - $84.89 $275,746 - $309,508
-3,646 Reduced 25.86%
10,452 $879,000
Q1 2024

May 08, 2024
SELL
$73.39 - $80.18 $20,989 - $22,931
-286 Reduced 1.99%
14,098 $1.13 Million
Q4 2023

Feb 09, 2024
BUY
$65.9 - $75.7 $422,023 - $484,782
6,404 Added 80.25%
14,384 $1.09 Million
Q3 2023

Nov 06, 2023
BUY
$68.87 - $74.82 $2,892 - $3,142
42 Added 0.53%
7,980 $551,000
Q2 2023

Jul 31, 2023
BUY
$70.97 - $74.19 $3,832 - $4,006
54 Added 0.68%
7,938 $578,000
Q1 2023

May 04, 2023
SELL
$66.27 - $72.39 $25,447 - $27,797
-384 Reduced 4.64%
7,884 $566,000
Q4 2022

Feb 01, 2023
BUY
$55.83 - $67.96 $102,615 - $124,910
1,838 Added 28.58%
8,268 $543,000
Q3 2022

Oct 26, 2022
BUY
$55.75 - $67.2 $6,188 - $7,459
111 Added 1.76%
6,430 $361,000
Q2 2022

Jul 13, 2022
BUY
$61.64 - $74.67 $1,787 - $2,165
29 Added 0.46%
6,319 $397,000
Q4 2021

Jan 31, 2022
BUY
$76.64 - $82.32 $17,780 - $19,098
232 Added 3.83%
6,290 $500,000
Q3 2021

Oct 14, 2021
BUY
$77.09 - $82.48 $28,369 - $30,352
368 Added 6.47%
6,058 $475,000
Q2 2021

Jul 20, 2021
BUY
$76.82 - $82.21 $12,137 - $12,989
158 Added 2.86%
5,690 $450,000
Q1 2021

Apr 26, 2021
BUY
$72.34 - $76.86 $9,548 - $10,145
132 Added 2.44%
5,532 $420,000
Q4 2020

Jan 21, 2021
SELL
$61.15 - $73.67 $253,466 - $305,362
-4,145 Reduced 43.43%
5,400 $394,000
Q3 2020

Oct 14, 2020
BUY
$60.95 - $65.87 $2,925 - $3,161
48 Added 0.51%
9,545 $606,000
Q2 2020

Jul 15, 2020
BUY
$50.54 - $64.22 $2,729 - $3,467
54 Added 0.57%
9,497 $575,000
Q1 2020

Apr 21, 2020
BUY
$46.16 - $69.62 $435,888 - $657,421
9,443 New
9,443 $502,000

Others Institutions Holding ESGD

# of Institutions
662
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email