Schneider Downs Wealth Management Advisors, LP Ishares S&P 500 Growth ETF Transaction History
Schneider Downs Wealth Management Advisors, LP
- $536 Million
- Q1 2025
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 19,470 shares of IVW stock, worth $2.01 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
19,470
Previous 18,590
4.73%
Holding current value
$2.01 Million
Previous $1.89 Million
4.24%
% of portfolio
0.34%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.97 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.53 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.41 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.96 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.95 Billion0.14% of portfolio