Schneider Downs Wealth Management Advisors, LP Ishares 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 stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 10,134 shares of ICLN stock, worth $125,053. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,134
Previous 11,389 11.02%
Holding current value
$125,053
Previous $151,000 1.99%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$13.26 - $14.77 $16,641 - $18,536
-1,255 Reduced 11.02%
10,134 $148,000
Q1 2024

May 08, 2024
BUY
$13.42 - $15.39 $174 - $200
13 Added 0.11%
11,389 $159,000
Q4 2023

Feb 09, 2024
SELL
$12.86 - $15.73 $37,769 - $46,199
-2,937 Reduced 20.52%
11,376 $177,000
Q3 2023

Nov 06, 2023
BUY
$14.59 - $19.04 $26,670 - $34,805
1,828 Added 14.64%
14,313 $209,000
Q2 2023

Jul 31, 2023
SELL
$17.78 - $19.91 $62,727 - $70,242
-3,528 Reduced 22.03%
12,485 $229,000
Q1 2023

May 04, 2023
SELL
$18.32 - $21.36 $5,441 - $6,343
-297 Reduced 1.82%
16,013 $316,000
Q4 2022

Feb 01, 2023
BUY
$17.54 - $21.27 $75,176 - $91,163
4,286 Added 35.65%
16,310 $323,000
Q3 2022

Oct 26, 2022
SELL
$18.81 - $23.61 $12,019 - $15,086
-639 Reduced 5.05%
12,024 $230,000
Q2 2022

Jul 13, 2022
BUY
$16.82 - $22.08 $212,991 - $279,599
12,663 New
12,663 $241,000
Q1 2021

Apr 26, 2021
SELL
$22.27 - $33.41 $169,140 - $253,748
-7,595 Closed
0 $0
Q4 2020

Jan 21, 2021
BUY
$19.08 - $28.29 $144,912 - $214,862
7,595 New
7,595 $214,000

Others Institutions Holding ICLN

# of Institutions
560
Shares Held
45.7M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

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