Ritter Daniher Financial Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History
Ritter Daniher Financial Advisory LLC
- $332 Million
- Q4 2024
A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 168,438 shares of IJR stock, worth $16.8 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
168,438
Previous 178,297
5.53%
Holding current value
$16.8 Million
Previous $20.9 Million
6.93%
% of portfolio
5.84%
Previous 6.14%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.81 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.81 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio