A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 11,918 shares of IVW stock, worth $1.19 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,918
Previous 11,962 0.37%
Holding current value
$1.19 Million
Previous $1.11 Million 3.16%
% of portfolio
0.34%
Previous 0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$84.77 - $97.13 $3,729 - $4,273
-44 Reduced 0.37%
11,918 $1.14 Million
Q2 2024

Aug 12, 2024

SELL
$79.31 - $93.31 $37,672 - $44,322
-475 Reduced 3.82%
11,962 $1.11 Million
Q4 2023

Feb 09, 2024

BUY
$65.78 - $75.4 $139,124 - $159,471
2,115 Added 20.49%
12,437 $934,000
Q3 2023

Nov 09, 2023

BUY
$68.05 - $72.66 $14,971 - $15,985
220 Added 2.18%
10,322 $706,000
Q2 2023

Aug 10, 2023

BUY
$63.21 - $70.48 $106,003 - $118,194
1,677 Added 19.91%
10,102 $711,000
Q1 2023

May 11, 2023

SELL
$57.25 - $63.89 $62,631 - $69,895
-1,094 Reduced 11.49%
8,425 $538,000
Q4 2022

Feb 10, 2023

SELL
$56.73 - $63.56 $292,216 - $327,397
-5,151 Reduced 35.11%
9,519 $556,000
Q3 2022

Nov 09, 2022

BUY
$57.85 - $71.43 $420,569 - $519,296
7,270 Added 98.24%
14,670 $849,000
Q2 2022

Aug 11, 2022

BUY
$58.13 - $77.8 $430,162 - $575,720
7,400 New
7,400 $447,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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