Ritter Daniher Financial Advisory LLC Ishares Morningstar Small Cap Transaction History

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 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 3,054 shares of ISCG stock, worth $144,790. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,054
Previous 3,313 7.82%
Holding current value
$144,790
Previous $163,000 15.95%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
150
Shares Held
7.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
Track This Portfolio

Track Ritter Daniher Financial Advisory LLC Portfolio

Follow Ritter Daniher Financial Advisory LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email