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

Schneider Downs Wealth Management Advisors, LP

$536 Million
Q1 2025

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 75,382 shares of IWR stock, worth $6.78 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

75,382

Previous 75,368 0.02%

Holding current value

$6.78 Million

Previous $6.66 Million 3.75%

% of portfolio

1.2%

Previous 1.29%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$82.81 - $92.93 $1,159 - $1,301	14 Added 0.02%	75,382 $6.41 Million
Q4 2024 Feb 04, 2025	SELL	$87.25 - $95.52 $86,901 - $95,137	-996 Reduced 1.3%	75,368 $6.66 Million
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

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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