Schneider Downs Wealth Management Advisors, LP IJT Holdings History
Schneider Downs Wealth Management Advisors, LP's ISHARES TRUST Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 186,965.00 shares of ISHARES TRUST(IJT), totaling $23.28 Mil. This investment constitutes 4.22% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.41% of the outstanding ISHARES TRUST(IJT) stock.
The initial trade took place in 2022Q4. And since then Schneider Downs Wealth Management Advisors, LP has made 9 purchases of IJT, at an average price of $121.08, for a total of 187,895.00 shares. In addition, there have been 1 sales at an average price of $109.02 for 930.00 shares. Based on historical transaction data and IJT's current price of $136.65, Schneider Downs Wealth Management Advisors, LP's estimated gain on his IJT holdings is $2.90 Mil, reflecting a 12.75% gain to date.
Schneider Downs Wealth Management Advisors, LP IJT ($136.65) Holding Chart
Schneider Downs Wealth Management Advisors, LP IJT ($136.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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