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 $2.18 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
10,970
Previous 6,087 80.22%
Holding current value
$2.18 Million
Previous $1.16 Million 84.74%
% of portfolio
0.33%
Previous 0.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
163M
Call Options Held
128K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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