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

Schneider Downs Wealth Management Advisors, LP

$815 Million
Q3 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 25,980 shares of IVW stock, worth $3.14 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

25,980

Previous 26,076 0.37%

Holding current value

$3.14 Million

Previous $2.87 Million 9.27%

% of portfolio

0.38%

Previous 0.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$108.97 - $121.65 $10,461 - $11,678	-96 Reduced 0.37%	25,980 $3.14 Million
Q2 2025 Jul 31, 2025	BUY	$82.96 - $110.1 $548,033 - $727,320	6,606 Added 33.93%	26,076 $2.87 Million
Q1 2025 May 13, 2025	BUY	$92.45 - $106.69 $81,356 - $93,887	880 Added 4.73%	19,470 $1.81 Million
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $15,941 - $17,860	281 Added 1.53%	18,590 $1.09 Million
Q3 2022 Oct 26, 2022	BUY	$57.85 - $71.43 $526,897 - $650,584	9,108 Added 98.99%	18,309 $1.06 Million
Q2 2022 Jul 13, 2022	BUY	$58.13 - $77.8 $4,476 - $5,990	77 Added 0.84%	9,201 $555,000
Q1 2022 May 02, 2022	BUY	$68.33 - $84.32 $4,373 - $5,396	64 Added 0.71%	9,124 $697,000
Q3 2021 Oct 14, 2021	BUY	$72.99 - $79.0 $8,466 - $9,164	116 Added 1.3%	9,060 $670,000
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $376,788 - $428,104	6,708 Added 300.0%	8,944 $571,000
Q1 2020 Apr 21, 2020	BUY	$36.14 - $52.65 $38,308 - $55,809	1,060 Added 90.14%	2,236 $369,000
Q2 2019 Jul 16, 2019	SELL	$41.95 - $45.26 $37,755 - $40,734	-900 Reduced 43.35%	1,176 $211,000
Q1 2019 May 01, 2019	BUY	$36.63 - $43.33 $23,369 - $27,644	638 Added 44.37%	2,076 $358,000
Q4 2018 Jan 31, 2019	BUY	$35.15 - $44.43 $50,545 - $63,890	1,438 New	1,438 $217,000

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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