Schneider Downs Wealth Management Advisors, LP Ishares Core S&P U.S Growth Et Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$109.98 - $128.59 $185,426 - $216,802	1,686 New	1,686 $214,000
Q2 2022 Jul 13, 2022	BUY	$80.61 - $107.49 $225,224 - $300,327	2,794 New	2,794 $234,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

39.2M
Shares

$5.57 Billion
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

14.9M
Shares

$2.11 Billion
0.9% of portfolio
Morgan Stanley New York, NY

13.1M
Shares

$1.87 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.08M
Shares

$1.01 Billion
0.96% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$307 Million
0.09% of portfolio

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