Schneider Downs Wealth Management Advisors, LP Ishares, Inc. 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, Inc. Ishares Esg Awar stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 17,707 shares of ESGE stock, worth $619,745. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,707

Previous 16,648 6.36%

Holding current value

$619,745

Previous $606,000 2.48%

% of portfolio

0.11%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$33.39 - $37.66 $35,360 - $39,881	1,059 Added 6.36%	17,707 $591,000
Q3 2024 Nov 06, 2024	SELL	$32.04 - $37.11 $537,406 - $622,446	-16,773 Reduced 50.19%	16,648 $606,000
Q1 2024 May 08, 2024	BUY	$29.99 - $32.59 $77,464 - $84,179	2,583 Added 8.38%	33,421 $1.08 Million
Q4 2023 Feb 09, 2024	BUY	$29.26 - $32.06 $5,881 - $6,444	201 Added 0.66%	30,838 $988,000
Q3 2023 Nov 06, 2023	BUY	$30.17 - $33.62 $3,861 - $4,303	128 Added 0.42%	30,637 $927,000
Q2 2023 Jul 31, 2023	BUY	$30.3 - $32.81 $148,621 - $160,933	4,905 Added 19.16%	30,509 $964,000
Q1 2023 May 04, 2023	BUY	$29.58 - $33.94 $164,494 - $188,740	5,561 Added 27.75%	25,604 $806,000
Q4 2022 Feb 01, 2023	SELL	$26.89 - $31.56 $86,505 - $101,528	-3,217 Reduced 13.83%	20,043 $602,000
Q3 2022 Oct 26, 2022	BUY	$27.67 - $32.89 $14,526 - $17,267	525 Added 2.31%	23,260 $644,000
Q2 2022 Jul 13, 2022	BUY	$31.92 - $38.05 $92,855 - $110,687	2,909 Added 14.67%	22,735 $735,000
Q1 2022 May 02, 2022	BUY	$33.66 - $41.37 $403 - $496	12 Added 0.06%	19,826 $728,000
Q4 2021 Jan 31, 2022	BUY	$38.5 - $43.37 $18,133 - $20,427	471 Added 2.43%	19,814 $788,000
Q3 2021 Oct 14, 2021	BUY	$40.74 - $44.79 $23,425 - $25,754	575 Added 3.06%	19,343 $802,000
Q4 2020 Jan 21, 2021	BUY	$35.59 - $41.99 $8,470 - $9,993	238 Added 1.28%	18,768 $788,000
Q2 2020 Jul 15, 2020	BUY	$26.29 - $32.85 $157 - $197	6 Added 0.03%	18,530 $594,000
Q1 2020 Apr 21, 2020	BUY	$24.66 - $37.05 $456,801 - $686,314	18,524 New	18,524 $507,000

Others Institutions Holding ESGE

# of Institutions

572

Shares Held

99.1M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

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, Inc. Ishares Esg Awar Transaction History