Ritter Daniher Financial Advisory LLC Ishares S&P Smallcap 600 Value Transaction History

Ritter Daniher Financial Advisory LLC

$330 Million
Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 8,888 shares of IJS stock, worth $900,443. This represents 0.26% of its overall portfolio holdings.

Number of Shares

8,888

Previous 9,522 6.66%

Holding current value

$900,443

Previous $1.03 Million 16.25%

% of portfolio

0.26%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$96.3 - $112.23 $61,054 - $71,153	-634 Reduced 6.66%	8,888 $866,000
Q4 2024 Feb 13, 2025	SELL	$104.59 - $118.05 $25,729 - $29,040	-246 Reduced 2.52%	9,522 $1.03 Million
Q3 2024 Nov 07, 2024	BUY	$95.81 - $109.03 $25,677 - $29,220	268 Added 2.82%	9,768 $1.05 Million
Q2 2024 Aug 12, 2024	BUY	$94.12 - $102.13 $9,976 - $10,825	106 Added 1.13%	9,500 $924,000
Q1 2024 May 13, 2024	BUY	$95.88 - $102.78 $287 - $308	3 Added 0.03%	9,394 $965,000
Q4 2023 Feb 09, 2024	BUY	$82.1 - $104.53 $237,022 - $301,778	2,887 Added 44.39%	9,391 $967,000
Q3 2023 Nov 09, 2023	BUY	$87.64 - $100.82 $175,280 - $201,640	2,000 Added 44.4%	6,504 $580,000
Q2 2023 Aug 10, 2023	SELL	$87.59 - $95.56 $107,297 - $117,061	-1,225 Reduced 21.38%	4,504 $428,000
Q1 2023 May 11, 2023	BUY	$88.82 - $106.56 $55,512 - $66,600	625 Added 12.25%	5,729 $536,000
Q4 2022 Feb 10, 2023	BUY	$84.57 - $97.98 $107,488 - $124,532	1,271 Added 33.16%	5,104 $466,000
Q3 2022 Nov 09, 2022	SELL	$82.45 - $101.32 $103,474 - $127,156	-1,255 Reduced 24.67%	3,833 $316,000
Q2 2022 Aug 11, 2022	BUY	$86.2 - $103.37 $438,585 - $525,946	5,088 New	5,088 $453,000

Others Institutions Holding IJS

# of Institutions

896

Shares Held

39.4M

Call Options Held

17.8K

Put Options Held

8.7K

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About ISHARES S&P SMALLCAP 600 VALUE

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Ritter Daniher Financial Advisory LLC Ishares S&P Smallcap 600 Value Transaction History