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%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$90.56 - $109.49 $218,974 - $264,746	-2,418 Reduced 1.46%	162,650 $17.8 Million
Q1 2025 May 09, 2025	SELL	$102.49 - $119.96 $345,391 - $404,265	-3,370 Reduced 2.0%	165,068 $17.3 Million
Q4 2024 Feb 13, 2025	SELL	$113.92 - $127.38 $1.12 Million - $1.26 Million	-9,859 Reduced 5.53%	168,438 $19.4 Million
Q3 2024 Nov 07, 2024	BUY	$105.53 - $118.34 $252,111 - $282,714	2,389 Added 1.36%	178,297 $20.9 Million
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $218,864 - $237,615	2,143 Added 1.23%	175,908 $18.8 Million
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $360,476 - $389,251	3,522 Added 2.07%	173,765 $19.2 Million
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $1.33 Million - $1.67 Million	15,186 Added 9.79%	170,243 $18.4 Million
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $473,790 - $536,316	5,100 Added 3.4%	155,057 $14.6 Million
Q2 2023 Aug 10, 2023	BUY	$91.14 - $99.81 $953,688 - $1.04 Million	10,464 Added 7.5%	149,957 $14.9 Million
Q1 2023 May 11, 2023	BUY	$92.27 - $107.68 $1.24 Million - $1.45 Million	13,439 Added 10.66%	139,493 $13.5 Million
Q4 2022 Feb 10, 2023	BUY	$89.09 - $102.13 $5.69 Million - $6.52 Million	63,862 Added 102.69%	126,054 $11.9 Million
Q3 2022 Nov 09, 2022	BUY	$87.04 - $106.5 $192,967 - $236,110	2,217 Added 3.7%	62,192 $5.42 Million
Q2 2022 Aug 11, 2022	BUY	$89.03 - $109.02 $5.34 Million - $6.54 Million	59,975 New	59,975 $5.54 Million

Others Institutions Holding IJR

# of Institutions

2,839

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Account

Ritter Daniher Financial Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History