Ritter Daniher Financial Advisory LLC Ishares S&P Midcap 400 Value E Transaction History

Ritter Daniher Financial Advisory LLC

$302 Million
Q1 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 12,678 shares of IJJ stock, worth $1.43 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

12,678

Previous 11,951 6.08%

Holding current value

$1.43 Million

Previous $1.36 Million 10.06%

% of portfolio

0.5%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$109.27 - $118.29 $79,439 - $85,996	727 Added 6.08%	12,678 $1.5 Million
Q4 2023 Feb 09, 2024	BUY	$93.05 - $115.17 $556,439 - $688,716	5,980 Added 100.15%	11,951 $1.36 Million
Q3 2023 Nov 09, 2023	BUY	$99.46 - $111.92 $234,427 - $263,795	2,357 Added 65.22%	5,971 $602,000
Q2 2023 Aug 10, 2023	SELL	$97.74 - $107.13 $59,621 - $65,349	-610 Reduced 14.44%	3,614 $387,000
Q1 2023 May 11, 2023	SELL	$97.23 - $116.09 $63,102 - $75,342	-649 Reduced 13.32%	4,224 $434,000

Q4 2022 Feb 10, 2023	SELL	$98.46 - $106.74 $134,004 - $145,273	-1,361 Reduced 21.83%	4,873 $491,000
Q3 2022 Nov 09, 2022	BUY	N/A	1,599 Added 34.5%	6,234 $561,000
Q2 2022 Aug 11, 2022	BUY	N/A	4,635 New	4,635 $438,000

Others Institutions Holding IJJ

# of Institutions

771

Shares Held

41.5M

Call Options Held

4.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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Ritter Daniher Financial Advisory LLC Ishares S&P Midcap 400 Value E Transaction History