Ritter Daniher Financial Advisory LLC Ishares Morningstar Small Cap Transaction History

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 4,004 shares of ISCG stock, worth $213,653. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,004
Previous 4,277 6.38%
Holding current value
$213,653
Previous $212,000 2.36%
% of portfolio
0.04%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$49.84 - $55.14 $13,606 - $15,053
-273 Reduced 6.38%
4,004 $217,000
Q2 2025

Aug 11, 2025
BUY
$39.44 - $49.76 $48,235 - $60,856
1,223 Added 40.05%
4,277 $212,000
Q1 2025

May 09, 2025
SELL
$44.44 - $52.05 $11,509 - $13,480
-259 Reduced 7.82%
3,054 $137,000
Q2 2024

Aug 12, 2024
BUY
$42.78 - $46.46 $1,454 - $1,579
34 Added 1.04%
3,313 $150,000
Q1 2024

May 13, 2024
BUY
$41.98 - $46.57 $4,156 - $4,610
99 Added 3.11%
3,279 $152,000
Q4 2023

Feb 09, 2024
BUY
$35.43 - $44.69 $112,667 - $142,114
3,180 New
3,180 $139,000

Others Institutions Holding ISCG

# of Institutions
163
Shares Held
8.39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
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More about ISCG
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