Schneider Downs Wealth Management Advisors, LP Ishares Tr Ishares Esg Aware 1 Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 43,899 shares of SUSB stock, worth $1.09 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
43,899
Previous 56,694 22.57%
Holding current value
$1.09 Million
Previous $1.43 Million 23.98%
% of portfolio
0.21%
Previous 0.3%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$24.61 - $25.12 $314,884 - $321,410
-12,795 Reduced 22.57%
43,899 $1.08 Million
Q3 2024

Nov 06, 2024
BUY
$24.38 - $25.2 $878,362 - $907,905
36,028 Added 174.33%
56,694 $1.43 Million
Q1 2024

May 08, 2024
SELL
$24.32 - $24.57 $28,892 - $29,189
-1,188 Reduced 5.44%
20,666 $505,000
Q4 2023

Feb 09, 2024
BUY
$23.56 - $24.48 $9,895 - $10,281
420 Added 1.96%
21,854 $534,000
Q3 2023

Nov 06, 2023
BUY
$23.72 - $24.02 $20,849 - $21,113
879 Added 4.28%
21,434 $509,000
Q4 2022

Feb 01, 2023
BUY
$23.19 - $23.94 $125,898 - $129,970
5,429 Added 35.89%
20,555 $488,000
Q3 2022

Oct 26, 2022
BUY
$23.37 - $24.43 $39,261 - $41,042
1,680 Added 12.49%
15,126 $355,000
Q2 2022

Jul 13, 2022
SELL
$23.73 - $24.6 $9,017 - $9,348
-380 Reduced 2.75%
13,446 $324,000
Q1 2022

May 02, 2022
BUY
$24.54 - $25.63 $29,987 - $31,319
1,222 Added 9.7%
13,826 $341,000
Q4 2021

Jan 31, 2022
BUY
$25.61 - $25.99 $46,456 - $47,145
1,814 Added 16.81%
12,604 $323,000
Q3 2021

Oct 14, 2021
BUY
$25.95 - $26.1 $19,929 - $20,044
768 Added 7.66%
10,790 $280,000
Q2 2021

Jul 20, 2021
SELL
$25.93 - $26.12 $2,956 - $2,977
-114 Reduced 1.12%
10,022 $261,000
Q1 2021

Apr 26, 2021
BUY
$25.89 - $26.17 $7,896 - $7,981
305 Added 3.1%
10,136 $263,000
Q4 2020

Jan 21, 2021
BUY
$26.0 - $26.18 $14,898 - $15,001
573 Added 6.19%
9,831 $257,000
Q3 2020

Oct 14, 2020
BUY
$25.99 - $26.18 $16,399 - $16,519
631 Added 7.31%
9,258 $242,000
Q1 2020

Apr 21, 2020
SELL
$22.42 - $25.84 $8,676 - $10,000
-387 Reduced 4.29%
8,627 $215,000
Q3 2019

Nov 05, 2019
BUY
$25.21 - $25.53 $18,756 - $18,994
744 Added 9.0%
9,014 $229,000
Q2 2019

Jul 16, 2019
BUY
$24.87 - $25.35 $205,674 - $209,644
8,270 New
8,270 $210,000
Q1 2019

May 01, 2019
SELL
$24.45 - $25.06 $257,751 - $264,182
-10,542 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
$24.46 - $24.65 $257,857 - $259,860
10,542 New
10,542 $259,000

Others Institutions Holding SUSB

# of Institutions
338
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
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