Schneider Downs Wealth Management Advisors, LP Ihares Core 1 5 Years Usd Bond Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$46.0 - $47.56 $381,938 - $394,890	8,303 New	8,303 $394,000
Q4 2022 Feb 01, 2023	BUY	$45.61 - $46.84 $484,150 - $497,206	10,615 New	10,615 $492,000
Q2 2019 Jul 16, 2019	SELL	N/A	-6,515 Closed	0 $0
Q1 2019 May 01, 2019	SELL	N/A	-831 Reduced 11.31%	6,515 $325,000
Q4 2018 Jan 31, 2019	SELL	N/A	-4,497 Reduced 37.97%	7,346 $360,000
Q3 2018 Oct 18, 2018	BUY	N/A	11,843 New	11,843 $580,000
Q2 2018 Jul 24, 2018	SELL	N/A	-4,270 Closed	0 $0
Q1 2018 Apr 17, 2018	SELL	N/A	-807 Reduced 15.9%	4,270 $211,000
Q4 2017 Jan 22, 2018	BUY	N/A	893 Added 21.34%	5,077 $253,000
Q3 2017 Oct 11, 2017	BUY	N/A	4,184	4,184 $210,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

View Full List

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