Ritter Daniher Financial Advisory LLC Ishares Tr Transaction History

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 3,251 shares of DVY stock, worth $459,073. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,251
Previous 3,251 -0.0%
Holding current value
$459,073
Previous $436,000 1.15%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 07, 2024
SELL
$119.99 - $135.74 $7,199 - $8,144
-60 Reduced 1.81%
3,251 $439,000
Q2 2024

Aug 12, 2024
BUY
$115.73 - $125.75 $8,679 - $9,431
75 Added 2.32%
3,311 $400,000
Q1 2024

May 13, 2024
SELL
$113.31 - $123.18 $5,098 - $5,543
-45 Reduced 1.37%
3,236 $398,000
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $227,563 - $263,122
2,210 Added 206.35%
3,281 $384,000
Q4 2022

Feb 10, 2023
SELL
$107.39 - $125.5 $58,312 - $68,146
-543 Reduced 33.64%
1,071 $129,000
Q2 2022

Aug 11, 2022
BUY
$113.21 - $132.14 $182,720 - $213,273
1,614 New
1,614 $190,000

Others Institutions Holding DVY

# of Institutions
1,493
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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