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

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 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 $1.02 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,743
Previous 3,828 102.27%
Holding current value
$1.02 Million
Previous $458,000 108.73%
% of portfolio
0.15%
Previous 0.09%

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
911
Shares Held
42.1M
Call Options Held
184K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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