Schneider Downs Wealth Management Advisors, LP Ishares Tr Esg Aware Usd Corpo 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 Esg Aware Usd Corpo stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 29,882 shares of SUSC stock, worth $693,860. This represents 0.13% of its overall portfolio holdings.

Number of Shares

29,882

Previous 10,703 179.19%

Holding current value

$693,860

Previous $254,000 166.93%

% of portfolio

0.13%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.65 - $23.8 $434,404 - $456,460	19,179 Added 179.19%	29,882 $678,000
Q3 2024 Nov 06, 2024	SELL	$22.51 - $23.92 $10,714 - $11,385	-476 Reduced 4.26%	10,703 $254,000
Q1 2024 May 08, 2024	SELL	$22.66 - $23.29 $1,608 - $1,653	-71 Reduced 0.63%	11,179 $257,000
Q4 2023 Feb 09, 2024	BUY	$21.11 - $23.38 $9,267 - $10,263	439 Added 4.06%	11,250 $261,000
Q2 2023 Jul 31, 2023	BUY	$22.41 - $23.18 $15,731 - $16,272	702 Added 6.94%	10,811 $245,000
Q4 2022 Feb 01, 2023	BUY	$21.15 - $23.06 $213,805 - $233,113	10,109 New	10,109 $225,000

Others Institutions Holding SUSC

# of Institutions

283

Shares Held

38.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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