A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 13,430 shares of IWR stock, worth $1.27 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,430
Previous 13,432 0.01%
Holding current value
$1.27 Million
Previous $1.09 Million 8.63%
% of portfolio
0.35%
Previous 0.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$79.92 - $88.19 $159 - $176
-2 Reduced 0.01%
13,430 $1.18 Million
Q2 2024

Aug 12, 2024

SELL
$78.66 - $83.59 $26,508 - $28,169
-337 Reduced 2.45%
13,432 $1.09 Million
Q1 2024

May 13, 2024

SELL
$75.37 - $84.09 $46,578 - $51,967
-618 Reduced 4.3%
13,769 $1.16 Million
Q4 2023

Feb 09, 2024

BUY
$64.84 - $78.27 $83,643 - $100,968
1,290 Added 9.85%
14,387 $1.12 Million
Q1 2023

May 11, 2023

SELL
$66.27 - $75.04 $28,363 - $32,117
-428 Reduced 3.16%
13,097 $915,000
Q4 2022

Feb 10, 2023

SELL
$62.09 - $71.89 $33,776 - $39,108
-544 Reduced 3.87%
13,525 $912,000
Q3 2022

Nov 09, 2022

BUY
$62.15 - $74.82 $3,045 - $3,666
49 Added 0.35%
14,069 $874,000
Q2 2022

Aug 11, 2022

BUY
$62.75 - $78.76 $879,755 - $1.1 Million
14,020 New
14,020 $907,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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