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

Schneider Downs Wealth Management Advisors, LP

$439 Million
Q2 2024

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 5,432 shares of IJK stock, worth $499,689. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,432

Previous 5,432 -0.0%

Holding current value

$499,689

Previous $495,000 3.43%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

905

Shares Held

74M

Call Options Held

2.7K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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