Schneider Downs Wealth Management Advisors, LP Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 26,076 shares of IVW stock, worth $3.16 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26,076
Previous 19,470
33.93%
Holding current value
$3.16 Million
Previous $1.81 Million
58.83%
% of portfolio
0.44%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
2,094Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.49 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.3 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.12 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.26 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.26 Billion0.72% of portfolio