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

Ritter Daniher Financial Advisory LLC

  • $313 Million
  • Q2 2024

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 1,842 shares of IWD stock, worth $339,720. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,842
Previous 1,842 -0.0%
Holding current value
$339,720
Previous $329,000 2.43%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$148.0 - $158.99 $18,500 - $19,873
-125 Reduced 6.55%
1,783 $270,000
Q2 2022

Aug 11, 2022
BUY
N/A
1,908 New
1,908 $277,000

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Ritter Daniher Financial Advisory LLC Portfolio

Follow Ritter Daniher Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email