Ritter Daniher Financial Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History
Ritter Daniher Financial Advisory LLC
- $366 Million
- Q2 2025
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 162,650 shares of IJR stock, worth $19.2 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
162,650
Previous 165,068
1.46%
Holding current value
$19.2 Million
Previous $17.3 Million
2.98%
% of portfolio
4.85%
Previous 5.22%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio