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

Ritter Daniher Financial Advisory LLC

$332 Million
Q4 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 134,978 shares of IVV stock, worth $76.5 Million. This represents 23.91% of its overall portfolio holdings.

Number of Shares

134,978

Previous 129,181 4.49%

Holding current value

$76.5 Million

Previous $74.5 Million 6.63%

% of portfolio

23.91%

Previous 21.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $3.31 Million - $3.54 Million	5,797 Added 4.49%	134,978 $79.5 Million
Q3 2024 Nov 07, 2024	SELL	$520.18 - $576.82 $328,233 - $363,973	-631 Reduced 0.49%	129,181 $74.5 Million
Q2 2024 Aug 12, 2024	SELL	$497.53 - $549.64 $1.14 Million - $1.26 Million	-2,287 Reduced 1.73%	129,812 $71 Million
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $915,642 - $1.03 Million	1,950 Added 1.5%	132,099 $69.4 Million
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $846,965 - $983,387	2,053 Added 1.6%	130,149 $62.2 Million
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $557,371 - $599,614	1,303 Added 1.03%	128,096 $55 Million
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $2.03 Million - $2.22 Million	4,989 Added 4.1%	126,793 $56.5 Million
Q1 2023 May 11, 2023	BUY	$381.13 - $418.66 $3.96 Million - $4.35 Million	10,398 Added 9.33%	121,804 $50.1 Million
Q4 2022 Feb 10, 2023	BUY	$357.98 - $409.32 $14.5 Million - $16.6 Million	40,554 Added 57.24%	111,406 $42.8 Million
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $163,544 - $197,010	456 Added 0.65%	70,852 $25.4 Million
Q2 2022 Aug 11, 2022	BUY	$366.99 - $458.8 $25.8 Million - $32.3 Million	70,396 New	70,396 $26.7 Million

Others Institutions Holding IVV

# of Institutions

3,873

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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