Ritter Daniher Financial Advisory LLC Ishares Russell 1000 Val ETF Transaction History

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 2,117 shares of IWD stock, worth $428,734. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,117
Previous 1,842 14.93%
Holding current value
$428,734
Previous $346,000 18.79%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $45,875 - $53,413
275 Added 14.93%
2,117 $411,000
Q4 2023

Feb 09, 2024
BUY
$143.69 - $165.7 $8,477 - $9,776
59 Added 3.31%
1,842 $304,000
Q4 2022

Feb 10, 2023
SELL
$136.78 - $158.99 $17,097 - $19,873
-125 Reduced 6.55%
1,783 $270,000
Q2 2022

Aug 11, 2022
BUY
$140.99 - $168.41 $269,008 - $321,326
1,908 New
1,908 $277,000

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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