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 $689,821. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,131

Previous 3,093 1.23%

Holding current value

$689,821

Previous $617,000 9.4%

% of portfolio

0.1%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,906

Shares Held

315M

Call Options Held

233M

Put Options Held

547M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Industry ETFs

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Schneider Downs Wealth Management Advisors, LP Ishares Russell 2000 ETF Transaction History