Schneider Downs Wealth Management Advisors, LP Ishares S&P 500 Value ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 10,970 shares of IVE stock, worth $2.28 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,970

Previous 6,087 80.22%

Holding current value

$2.28 Million

Previous $1.16 Million 84.74%

% of portfolio

0.33%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$168.34 - $195.42 $822,004 - $954,235	4,883 Added 80.22%	10,970 $2.14 Million
Q1 2025 May 13, 2025	BUY	$185.78 - $198.58 $14,305 - $15,290	77 Added 1.28%	6,087 $1.16 Million
Q3 2024 Nov 06, 2024	SELL	$181.06 - $197.17 $9,415 - $10,252	-52 Reduced 0.86%	6,010 $1.18 Million
Q1 2024 May 08, 2024	SELL	$171.09 - $186.81 $28,400 - $31,010	-166 Reduced 2.67%	6,062 $1.13 Million
Q3 2023 Nov 06, 2023	SELL	$153.33 - $166.75 $7,206 - $7,837	-47 Reduced 0.75%	6,228 $958,000
Q2 2023 Jul 31, 2023	SELL	$149.72 - $161.19 $23,805 - $25,629	-159 Reduced 2.47%	6,275 $1.01 Million
Q1 2023 May 04, 2023	SELL	$144.21 - $159.47 $250,204 - $276,680	-1,735 Reduced 21.24%	6,434 $976,000
Q4 2022 Feb 01, 2023	BUY	$129.68 - $151.79 $72,231 - $84,547	557 Added 7.32%	8,169 $1.19 Million
Q3 2022 Oct 26, 2022	SELL	$128.52 - $150.96 $385 - $452	-3 Reduced 0.04%	7,612 $978,000
Q2 2022 Jul 13, 2022	BUY	$133.27 - $158.52 $4,531 - $5,389	34 Added 0.45%	7,615 $1.05 Million
Q1 2022 May 02, 2022	BUY	$147.46 - $159.06 $14,156 - $15,269	96 Added 1.28%	7,581 $1.18 Million
Q3 2021 Oct 14, 2021	BUY	$143.75 - $152.0 $7,762 - $8,208	54 Added 0.73%	7,485 $1.09 Million
Q4 2020 Jan 21, 2021	BUY	$109.93 - $128.18 $97,288 - $113,439	885 Added 13.52%	7,431 $951,000
Q2 2020 Jul 15, 2020	BUY	$91.94 - $119.67 $65,185 - $84,846	709 Added 12.15%	6,546 $708,000
Q1 2020 Apr 21, 2020	BUY	$82.97 - $131.79 $83,218 - $132,185	1,003 Added 20.75%	5,837 $562,000
Q1 2019 May 01, 2019	SELL	$99.16 - $114.4 $52,158 - $60,174	-526 Reduced 9.81%	4,834 $545,000
Q4 2018 Jan 31, 2019	BUY	$95.36 - $116.8 $511,129 - $626,048	5,360 New	5,360 $542,000

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Schneider Downs Wealth Management Advisors, LP Ishares S&P 500 Value ETF Transaction History