Schneider Downs Wealth Management Advisors, LP Ishares Tr Russell 1000 ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$135.3 - $179.75 $369,369 - $490,717	-2,730 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$122.99 - $188.06 $335,762 - $513,403	2,730 New	2,730 $386,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.07 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.41 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.2 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.03 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$932 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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