Schneider Downs Wealth Management Advisors, LP Ishares S&P Midcap 400 Value E Transaction History

Schneider Downs Wealth Management Advisors, LP

$429 Million
Q1 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,828 shares of IJJ stock, worth $432,717. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,828

Previous 3,828 -0.0%

Holding current value

$432,717

Previous $436,000 3.67%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$99.46 - $111.92 $53,012 - $59,653	-533 Reduced 12.22%	3,828 $386,000
Q4 2022 Feb 01, 2023	BUY	$98.46 - $106.74 $429,384 - $465,493	4,361 New	4,361 $439,000
Q2 2022 Jul 13, 2022	SELL	N/A	-1,876 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	N/A	1,876 New	1,876 $208,000
Q3 2019 Nov 05, 2019	SELL	N/A	-1,815 Closed	0 $0

Q2 2019 Jul 16, 2019	SELL	N/A	-23 Reduced 1.25%	1,815 $289,000
Q1 2019 May 01, 2019	BUY	N/A	49 Added 2.74%	1,838 $288,000
Q4 2018 Jan 31, 2019	BUY	N/A	436 Added 32.22%	1,789 $247,000
Q4 2017 Jan 22, 2018	SELL	N/A	-237 Reduced 14.91%	1,353 $217,000
Q3 2017 Oct 11, 2017	BUY	N/A	1,590	1,590 $243,000

Others Institutions Holding IJJ

# of Institutions

771

Shares Held

41.5M

Call Options Held

4.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

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 S&P Midcap 400 Value E Transaction History