A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 76,364 shares of IWR stock, worth $6.98 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
76,364
Previous 82,206 7.11%
Holding current value
$6.98 Million
Previous $6.67 Million 0.98%
% of portfolio
1.41%
Previous 1.52%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$79.92 - $88.19 $466,892 - $515,205
-5,842 Reduced 7.11%
76,364 $6.73 Million
Q2 2024

Aug 07, 2024

SELL
$78.66 - $83.59 $990,486 - $1.05 Million
-12,592 Reduced 13.28%
82,206 $6.67 Million
Q1 2024

May 08, 2024

SELL
$75.37 - $84.09 $550,351 - $614,025
-7,302 Reduced 7.15%
94,798 $7.97 Million
Q4 2023

Feb 09, 2024

SELL
$64.84 - $78.27 $201,457 - $243,184
-3,107 Reduced 2.95%
102,100 $7.94 Million
Q3 2023

Nov 06, 2023

SELL
$68.54 - $75.91 $874,981 - $969,067
-12,766 Reduced 10.82%
105,207 $7.29 Million
Q2 2023

Jul 31, 2023

SELL
$67.49 - $73.03 $224,674 - $243,116
-3,329 Reduced 2.74%
117,973 $8.62 Million
Q1 2023

May 04, 2023

SELL
$66.27 - $75.04 $68,125 - $77,141
-1,028 Reduced 0.84%
121,302 $8.48 Million
Q4 2022

Feb 01, 2023

BUY
$62.09 - $71.89 $833,620 - $965,195
13,426 Added 12.33%
122,330 $8.25 Million
Q3 2022

Oct 26, 2022

SELL
$62.15 - $74.82 $2,672 - $3,217
-43 Reduced 0.04%
108,904 $6.77 Million
Q2 2022

Jul 13, 2022

BUY
$62.75 - $78.76 $897,136 - $1.13 Million
14,297 Added 15.11%
108,947 $7.04 Million
Q1 2022

May 02, 2022

SELL
$72.29 - $82.89 $17,638 - $20,225
-244 Reduced 0.26%
94,650 $7.39 Million
Q4 2021

Jan 31, 2022

SELL
$78.41 - $85.28 $68,059 - $74,023
-868 Reduced 0.91%
94,894 $7.88 Million
Q3 2021

Oct 14, 2021

SELL
$76.44 - $82.59 $488,833 - $528,163
-6,395 Reduced 6.26%
95,762 $7.49 Million
Q2 2021

Jul 20, 2021

SELL
$74.82 - $79.61 $263,216 - $280,067
-3,518 Reduced 3.33%
102,157 $8.1 Million
Q1 2021

Apr 26, 2021

SELL
$67.45 - $75.68 $411,579 - $461,799
-6,102 Reduced 5.46%
105,675 $7.81 Million
Q4 2020

Jan 21, 2021

SELL
$57.75 - $68.61 $654,538 - $777,625
-11,334 Reduced 9.21%
111,777 $7.66 Million
Q3 2020

Oct 14, 2020

SELL
$53.47 - $60.19 $320,606 - $360,899
-5,996 Reduced 4.64%
123,111 $7.06 Million
Q2 2020

Jul 15, 2020

SELL
$40.64 - $57.63 $336,499 - $477,176
-8,280 Reduced 6.03%
129,107 $6.92 Million
Q1 2020

Apr 21, 2020

SELL
$36.81 - $61.96 $42,994 - $72,369
-1,168 Reduced 0.84%
137,387 $5.93 Million
Q4 2019

Jan 23, 2020

SELL
$54.12 - $59.69 $651,063 - $718,070
-12,030 Reduced 7.99%
138,555 $8.26 Million
Q3 2019

Nov 05, 2019

SELL
$53.6 - $57.42 $954,884 - $1.02 Million
-17,815 Reduced 10.58%
150,585 $8.43 Million
Q2 2019

Jul 16, 2019

SELL
$52.53 - $56.11 $184,695 - $197,282
-3,516 Reduced 2.05%
168,400 $9.41 Million
Q1 2019

May 01, 2019

SELL
$45.53 - $54.18 $471,508 - $561,088
-10,356 Reduced 5.68%
171,916 $9.28 Million
Q4 2018

Jan 31, 2019

BUY
$43.7 - $54.95 $5.98 Million - $7.52 Million
136,834 Added 301.14%
182,272 $8.47 Million
Q3 2018

Oct 18, 2018

SELL
$52.87 - $56.02 $29,977 - $31,763
-567 Reduced 1.23%
45,438 $10 Million
Q2 2018

Jul 24, 2018

SELL
$50.43 - $54.42 $53,354 - $57,576
-1,058 Reduced 2.25%
46,005 $9.76 Million
Q1 2018

Apr 17, 2018

SELL
$49.67 - $55.0 $63,974 - $70,840
-1,288 Reduced 2.66%
47,063 $9.72 Million
Q4 2017

Jan 22, 2018

SELL
$49.53 - $52.32 $12,035 - $12,713
-243 Reduced 0.5%
48,351 $10.1 Million
Q3 2017

Oct 11, 2017

BUY
$48.84 - $49.29 $2.37 Million - $2.4 Million
48,594
48,594 $9.58 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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