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

Ritter Daniher Financial Advisory LLC

  • $332 Million
  • Q4 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 12,924 shares of IJJ stock, worth $1.62 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
12,924
Previous 13,376 3.38%
Holding current value
$1.62 Million
Previous $1.65 Million 2.36%
% of portfolio
0.49%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$121.89 - $135.52 $55,094 - $61,255
-452 Reduced 3.38%
12,924 $1.61 Million
Q3 2024

Nov 07, 2024
BUY
$111.9 - $124.28 $27,975 - $31,070
250 Added 1.9%
13,376 $1.65 Million
Q2 2024

Aug 12, 2024
BUY
$109.44 - $118.4 $49,029 - $53,043
448 Added 3.53%
13,126 $1.49 Million
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
$91.7 - $106.74 $124,803 - $145,273
-1,361 Reduced 21.83%
4,873 $491,000
Q3 2022

Nov 09, 2022
BUY
$90.0 - $107.68 $143,910 - $172,180
1,599 Added 34.5%
6,234 $561,000
Q2 2022

Aug 11, 2022
BUY
$91.51 - $110.2 $424,148 - $510,777
4,635 New
4,635 $438,000

Others Institutions Holding IJJ

# of Institutions
887
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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