Schneider Downs Wealth Management Advisors, LP Ishares Tr Transaction History

Schneider Downs Wealth Management Advisors, LP

$815 Million
Q3 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Tr stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 30,477 shares of IEFA stock, worth $2.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

30,477

Previous 35,290 13.64%

Holding current value

$2.7 Million

Previous $2.95 Million 9.71%

% of portfolio

0.33%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$81.7 - $87.53 $393,222 - $421,281	-4,813 Reduced 13.64%	30,477 $2.66 Million
Q2 2025 Jul 31, 2025	BUY	$67.83 - $84.09 $1.1 Million - $1.36 Million	16,197 Added 84.83%	35,290 $2.95 Million
Q1 2025 May 13, 2025	SELL	$69.57 - $78.65 $258,035 - $291,712	-3,709 Reduced 16.27%	19,093 $1.44 Million
Q4 2024 Feb 04, 2025	BUY	$70.06 - $77.43 $1.17 Million - $1.29 Million	16,675 Added 272.16%	22,802 $1.6 Million
Q3 2024 Nov 06, 2024	SELL	$70.09 - $78.74 $9,111 - $10,236	-130 Reduced 2.08%	6,127 $478,000
Q2 2024 Aug 07, 2024	SELL	$70.77 - $76.19 $124,484 - $134,018	-1,759 Reduced 21.94%	6,257 $454,000
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $73,386 - $80,161	-1,077 Reduced 11.84%	8,016 $594,000
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $47,875 - $55,037	781 Added 9.4%	9,093 $639,000
Q3 2023 Nov 06, 2023	BUY	$64.04 - $69.58 $19,532 - $21,221	305 Added 3.81%	8,312 $534,000
Q2 2023 Jul 31, 2023	SELL	$66.03 - $69.1 $188,647 - $197,418	-2,857 Reduced 26.3%	8,007 $540,000
Q1 2023 May 04, 2023	SELL	$62.17 - $67.7 $2,362 - $2,572	-38 Reduced 0.35%	10,864 $726,000
Q4 2022 Feb 01, 2023	BUY	$52.35 - $63.65 $353,781 - $430,146	6,758 Added 163.08%	10,902 $671,000
Q3 2022 Oct 26, 2022	SELL	$52.32 - $63.1 $18,625 - $22,463	-356 Reduced 7.91%	4,144 $218,000
Q2 2022 Jul 13, 2022	SELL	$57.91 - $70.46 $48,007 - $58,411	-829 Reduced 15.56%	4,500 $265,000
Q1 2022 May 02, 2022	BUY	$63.26 - $75.48 $71,547 - $85,367	1,131 Added 26.94%	5,329 $370,000
Q4 2021 Jan 31, 2022	BUY	$72.36 - $77.76 $61,361 - $65,940	848 Added 25.31%	4,198 $313,000
Q3 2020 Oct 14, 2020	BUY	$57.43 - $62.28 $192,390 - $208,638	3,350 New	3,350 $202,000
Q2 2020 Jul 15, 2020	SELL	$47.43 - $60.75 $448,592 - $574,573	-9,458 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$43.31 - $66.12 $109,314 - $166,886	2,524 Added 36.4%	9,458 $472,000
Q4 2019 Jan 23, 2020	SELL	$59.36 - $65.51 $6,351 - $7,009	-107 Reduced 1.52%	6,934 $452,000
Q3 2019 Nov 05, 2019	SELL	$57.44 - $62.42 $269,336 - $292,687	-4,689 Reduced 39.97%	7,041 $430,000
Q2 2019 Jul 16, 2019	SELL	$59.39 - $62.73 $46,799 - $49,431	-788 Reduced 6.29%	11,730 $720,000
Q1 2019 May 01, 2019	SELL	$54.44 - $61.46 $307,586 - $347,249	-5,650 Reduced 31.1%	12,518 $761,000
Q4 2018 Jan 31, 2019	BUY	$53.06 - $64.19 $133,764 - $161,822	2,521 Added 16.11%	18,168 $999,000
Q3 2018 Oct 18, 2018	SELL	$61.82 - $65.16 $37,648 - $39,682	-609 Reduced 3.75%	15,647 $1 Million
Q2 2018 Jul 24, 2018	SELL	$62.74 - $67.79 $35,259 - $38,097	-562 Reduced 3.34%	16,256 $1.03 Million
Q1 2018 Apr 17, 2018	BUY	$64.18 - $70.84 $34,207 - $37,757	533 Added 3.27%	16,818 $1.11 Million
Q4 2017 Jan 22, 2018	BUY	$64.09 - $66.44 $33,070 - $34,283	516 Added 3.27%	16,285 $1.08 Million
Q3 2017 Oct 11, 2017	BUY	$62.19 - $64.17 $980,674 - $1.01 Million	15,769	15,769 $1.01 Million

Others Institutions Holding IEFA

# of Institutions

2,410

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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About ISHARES TR

Ticker IEFA
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Schneider Downs Wealth Management Advisors, LP Ishares Tr Transaction History