Schneider Downs Wealth Management Advisors, LP Ishares, Inc. Ishares Esg Awar Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 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 16,648 shares of ESGE stock, worth $570,194. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,648

Previous 33,421 50.19%

Holding current value

$570,194

Previous $1.12 Million 45.89%

% of portfolio

0.13%

Previous 0.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

548

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Schneider Downs Wealth Management Advisors, LP Ishares, Inc. Ishares Esg Awar Transaction History