Ritter Daniher Financial Advisory LLC Ishares Russell 2000 ETF Transaction History

Ritter Daniher Financial Advisory LLC

$366 Million
Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 3,523 shares of IWM stock, worth $863,346. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,523

Previous 3,545 0.62%

Holding current value

$863,346

Previous $707,000 7.5%

% of portfolio

0.21%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$174.82 - $215.79 $3,846 - $4,747	-22 Reduced 0.62%	3,523 $760,000
Q1 2025 May 09, 2025	BUY	$198.1 - $229.79 $21,989 - $25,506	111 Added 3.23%	3,545 $707,000
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $41,713 - $46,783	193 Added 5.95%	3,434 $758,000
Q3 2024 Nov 07, 2024	SELL	$200.87 - $224.6 $803 - $898	-4 Reduced 0.12%	3,241 $715,000
Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $13,113 - $14,241	68 Added 2.14%	3,245 $658,000
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $2,463 - $2,733	-13 Reduced 0.41%	3,177 $668,000
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $26,440 - $33,385	163 Added 5.38%	3,190 $640,000
Q3 2023 Nov 09, 2023	BUY	$174.36 - $198.71 $4,359 - $4,967	25 Added 0.83%	3,027 $534,000
Q2 2023 Aug 10, 2023	SELL	$170.4 - $187.93 $5,112 - $5,637	-30 Reduced 0.99%	3,002 $562,000
Q1 2023 May 11, 2023	SELL	$170.25 - $198.32 $43,584 - $50,769	-256 Reduced 7.79%	3,032 $540,000
Q4 2022 Feb 10, 2023	SELL	$166.81 - $188.05 $6,839 - $7,710	-41 Reduced 1.23%	3,288 $573,000
Q3 2022 Nov 09, 2022	SELL	$164.17 - $201.07 $7,223 - $8,847	-44 Reduced 1.3%	3,329 $549,000
Q2 2022 Aug 11, 2022	BUY	$163.9 - $207.91 $552,834 - $701,280	3,373 New	3,373 $571,000

Others Institutions Holding IWM

# of Institutions

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Ritter Daniher Financial Advisory LLC Ishares Russell 2000 ETF Transaction History