Ritter Daniher Financial Advisory LLC Ishares S&P 500 Value ETF 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 500 Value ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 2,424 shares of IVE stock, worth $476,558. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,424

Previous 3,109 22.03%

Holding current value

$476,558

Previous $593,000 22.26%

% of portfolio

0.14%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$185.78 - $198.58 $127,259 - $136,027	-685 Reduced 22.03%	2,424 $461,000
Q3 2024 Nov 07, 2024	SELL	$181.06 - $197.17 $543 - $591	-3 Reduced 0.1%	3,109 $613,000
Q1 2024 May 13, 2024	SELL	$171.09 - $186.81 $37,639 - $41,098	-220 Reduced 6.6%	3,112 $581,000
Q1 2023 May 11, 2023	SELL	$144.21 - $159.47 $15,863 - $17,541	-110 Reduced 3.2%	3,332 $505,000
Q4 2022 Feb 10, 2023	SELL	$129.68 - $151.79 $218,640 - $255,917	-1,686 Reduced 32.88%	3,442 $499,000
Q3 2022 Nov 09, 2022	BUY	$128.52 - $150.96 $267,578 - $314,298	2,082 Added 68.35%	5,128 $659,000
Q2 2022 Aug 11, 2022	BUY	$133.27 - $158.52 $405,940 - $482,851	3,046 New	3,046 $419,000

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Ritter Daniher Financial Advisory LLC Ishares S&P 500 Value ETF Transaction History