Schneider Downs Wealth Management Advisors, LP Ishares S&P Small Cap 600 Grow 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 S&P Small Cap 600 Grow stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 128,078 shares of IJT stock, worth $18.2 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
128,078
Previous 121,064
5.79%
Holding current value
$18.2 Million
Previous $15.5 Million
14.9%
% of portfolio
3.73%
Previous 3.54%
Shares
8 transactions
Others Institutions Holding IJT
# of Institutions
759Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$619 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$454 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$265 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$164 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$161 Million0.04% of portfolio