Schneider Downs Wealth Management Advisors, LP Ishares Russell 2000 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 Russell 2000 ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,131 shares of IWM stock, worth $769,725. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,131
Previous 3,093 1.23%
Holding current value
$769,725
Previous $617,000 9.4%
% of portfolio
0.1%
Previous 0.12%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$174.82 - $215.79 $6,643 - $8,200
38 Added 1.23%
3,131 $675,000
Q1 2025

May 13, 2025
BUY
$198.1 - $229.79 $1,782 - $2,068
9 Added 0.29%
3,093 $617,000
Q4 2024

Feb 04, 2025
SELL
$216.13 - $242.4 $8,645 - $9,696
-40 Reduced 1.28%
3,084 $681,000
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

# of Institutions
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email