Ritter Daniher Financial Advisory LLC Ishares Core S&P Total U.S. St Transaction History

Ritter Daniher Financial Advisory LLC

$313 Million
Q2 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 2,506 shares of ITOT stock, worth $313,375. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,506

Previous 2,496 0.4%

Holding current value

$313,375

Previous $287,000 3.48%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$108.78 - $119.23 $1,087 - $1,192	10 Added 0.4%	2,506 $297,000
Q1 2024 May 13, 2024	BUY	$103.16 - $115.3 $18,362 - $20,523	178 Added 7.68%	2,496 $287,000
Q4 2023 Feb 09, 2024	BUY	$90.04 - $105.69 $5,402 - $6,341	60 Added 2.66%	2,318 $243,000
Q3 2023 Nov 09, 2023	BUY	$93.72 - $101.39 $1,218 - $1,318	13 Added 0.58%	2,258 $212,000
Q2 2023 Aug 10, 2023	BUY	$89.03 - $97.84 $2,937 - $3,228	33 Added 1.49%	2,245 $219,000
Q1 2023 May 11, 2023	SELL	$84.12 - $93.15 $256,145 - $283,641	-3,045 Reduced 57.92%	2,212 $200,000
Q4 2022 Feb 10, 2023	BUY	$79.44 - $90.48 $121,622 - $138,524	1,531 Added 41.09%	5,257 $445,000
Q2 2022 Aug 11, 2022	BUY	$80.96 - $102.19 $301,656 - $380,759	3,726 New	3,726 $312,000

Others Institutions Holding ITOT

# of Institutions

1,337

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

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About ISHARES CORE S&P TOTAL U.S. ST

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Ritter Daniher Financial Advisory LLC Ishares Core S&P Total U.S. St Transaction History