Schneider Downs Wealth Management Advisors, LP Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 10,450 shares of IJK stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,450
Previous 5,432 92.38%
Holding current value
$1.01 Million
Previous $452,000 110.18%
% of portfolio
0.15%
Previous 0.08%

Shares

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

Jul 31, 2025
BUY
$73.7 - $90.98 $369,826 - $456,537
5,018 Added 92.38%
10,450 $950,000
Q3 2023

Nov 06, 2023
SELL
$71.48 - $77.94 $9,292 - $10,132
-130 Reduced 2.34%
5,432 $392,000
Q1 2023

May 04, 2023
SELL
$67.77 - $74.78 $23,041 - $25,425
-340 Reduced 5.76%
5,562 $397,000
Q4 2022

Feb 01, 2023
BUY
$63.9 - $72.95 $30,033 - $34,286
470 Added 8.65%
5,902 $403,000
Q4 2020

Jan 21, 2021
BUY
$60.53 - $72.82 $246,599 - $296,668
4,074 Added 300.0%
5,432 $392,000
Q2 2020

Jul 15, 2020
SELL
$41.56 - $59.34 $748 - $1,068
-18 Reduced 1.31%
1,358 $304,000
Q2 2019

Jul 16, 2019
SELL
N/A
-15 Reduced 1.08%
1,376 $311,000
Q1 2019

May 01, 2019
BUY
N/A
33 Added 2.43%
1,391 $305,000
Q4 2018

Jan 31, 2019
BUY
N/A
315 Added 30.2%
1,358 $260,000
Q3 2017

Oct 11, 2017
BUY
N/A
1,043
1,043 $211,000

Others Institutions Holding IJK

# of Institutions
972
Shares Held
70.3M
Call Options Held
5.3K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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