A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,124 shares of IWM stock, worth $693,278. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,124
Previous 3,124 -0.0%
Holding current value
$693,278
Previous $633,000 9.0%
% of portfolio
0.14%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$192.84 - $209.44 $6,170 - $6,702
-32 Reduced 1.01%
3,124 $633,000
Q4 2023

Feb 09, 2024

SELL
$162.21 - $204.82 $4,866 - $6,144
-30 Reduced 0.94%
3,156 $633,000
Q3 2023

Nov 06, 2023

SELL
$174.36 - $198.71 $121,354 - $138,302
-696 Reduced 17.93%
3,186 $563,000
Q2 2023

Jul 31, 2023

SELL
$170.4 - $187.93 $10,735 - $11,839
-63 Reduced 1.6%
3,882 $726,000
Q1 2023

May 04, 2023

BUY
$170.25 - $198.32 $19,578 - $22,806
115 Added 3.0%
3,945 $703,000
Q4 2022

Feb 01, 2023

BUY
$166.81 - $188.05 $29,525 - $33,284
177 Added 4.85%
3,830 $667,000
Q2 2022

Jul 13, 2022

SELL
$163.9 - $207.91 $18,356 - $23,285
-112 Reduced 2.97%
3,653 $619,000
Q1 2022

May 02, 2022

BUY
$191.52 - $225.32 $18,385 - $21,630
96 Added 2.62%
3,765 $773,000
Q4 2021

Jan 31, 2022

SELL
$212.12 - $242.56 $19,939 - $22,800
-94 Reduced 2.5%
3,669 $816,000
Q3 2021

Oct 14, 2021

BUY
$211.73 - $231.39 $54,626 - $59,698
258 Added 7.36%
3,763 $823,000
Q2 2021

Jul 20, 2021

BUY
$211.85 - $232.89 $65,885 - $72,428
311 Added 9.74%
3,505 $804,000
Q1 2021

Apr 26, 2021

BUY
$193.5 - $234.42 $26,509 - $32,115
137 Added 4.48%
3,194 $706,000
Q4 2020

Jan 21, 2021

SELL
$152.18 - $199.14 $68,481 - $89,613
-450 Reduced 12.83%
3,057 $599,000
Q3 2020

Oct 14, 2020

BUY
$139.07 - $158.46 $487,718 - $555,719
3,507 New
3,507 $525,000
Q1 2020

Apr 21, 2020

SELL
$99.9 - $169.53 $168,331 - $285,658
-1,685 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$146.46 - $166.68 $246,785 - $280,855
1,685 New
1,685 $279,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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