Schneider Downs Wealth Management Advisors, LP Ishares S&P Small Cap 600 Grow Transaction History

Schneider Downs Wealth Management Advisors, LP

$815 Million
Q3 2025

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 157,583 shares of IJT stock, worth $21.7 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

157,583

Previous 152,166 3.56%

Holding current value

$21.7 Million

Previous $20.2 Million 10.14%

% of portfolio

2.73%

Previous 3.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$131.47 - $143.64 $712,172 - $778,097	5,417 Added 3.56%	157,583 $22.3 Million
Q2 2025 Jul 31, 2025	SELL	$108.87 - $133.04 $3.79 Million - $4.63 Million	-34,799 Reduced 18.61%	152,166 $20.2 Million
Q1 2025 May 13, 2025	BUY	$121.0 - $142.28 $2.9 Million - $3.41 Million	23,937 Added 14.68%	186,965 $23.3 Million
Q4 2024 Feb 04, 2025	BUY	$134.53 - $150.65 $4.7 Million - $5.27 Million	34,950 Added 27.29%	163,028 $22.1 Million
Q3 2024 Nov 06, 2024	BUY	$127.29 - $141.5 $892,812 - $992,481	7,014 Added 5.79%	128,078 $17.9 Million
Q2 2024 Aug 07, 2024	BUY	$121.57 - $132.2 $573,810 - $623,984	4,720 Added 4.06%	121,064 $15.5 Million
Q1 2024 May 08, 2024	BUY	$119.97 - $130.73 $1.02 Million - $1.11 Million	8,513 Added 7.89%	116,344 $15.2 Million
Q4 2023 Feb 09, 2024	BUY	$103.08 - $127.26 $725,373 - $895,528	7,037 Added 6.98%	107,831 $13.5 Million
Q3 2023 Nov 06, 2023	BUY	$108.37 - $120.85 $669,943 - $747,094	6,182 Added 6.53%	100,794 $11.1 Million
Q2 2023 Jul 31, 2023	SELL	$104.35 - $114.93 $97,045 - $106,884	-930 Reduced 0.97%	94,612 $10.9 Million
Q1 2023 May 04, 2023	BUY	$105.46 - $120.16 $396,107 - $451,320	3,756 Added 4.09%	95,542 $10.5 Million
Q4 2022 Feb 01, 2023	BUY	$102.93 - $117.14 $9.45 Million - $10.8 Million	91,786 New	91,786 $9.92 Million

Others Institutions Holding IJT

# of Institutions

825

Shares Held

27.4M

Call Options Held

8.2K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

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.

Account

Schneider Downs Wealth Management Advisors, LP Ishares S&P Small Cap 600 Grow Transaction History