Schneider Downs Wealth Management Advisors, LP Ishares S&P Midcap 400 Value E 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 S&P Midcap 400 Value E stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 7,743 shares of IJJ stock, worth $987,309. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,743
Previous 7,743 -0.0%
Holding current value
$987,309
Previous $956,000 5.02%
% of portfolio
0.12%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$103.88 - $123.68 $406,690 - $484,207
3,915 Added 102.27%
7,743 $956,000
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
$91.7 - $106.74 $399,903 - $465,493
4,361 New
4,361 $439,000
Q2 2022

Jul 13, 2022
SELL
$91.51 - $110.2 $171,672 - $206,735
-1,876 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$103.36 - $113.35 $193,903 - $212,644
1,876 New
1,876 $208,000
Q3 2019

Nov 05, 2019
SELL
$79.13 - $81.47 $143,620 - $147,868
-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
920
Shares Held
41.9M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email