Schneider Downs Wealth Management Advisors, LP Ishares Core S&P Sm Cap ETF Transaction History
Schneider Downs Wealth Management Advisors, LP
- $478 Million
- Q3 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 69,874 shares of IJR stock, worth $8.81 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
69,874
Previous 67,806
3.05%
Holding current value
$8.81 Million
Previous $7.23 Million
13.0%
% of portfolio
1.71%
Previous 1.65%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.58 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.91 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio