Ritter Daniher Financial Advisory LLC Ishares Russell 2000 ETF Transaction History

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 3,545 shares of IWM stock, worth $781,885. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,545
Previous 3,434 3.23%
Holding current value
$781,885
Previous $758,000 6.73%
% of portfolio
0.21%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$198.1 - $229.79 $21,989 - $25,506
111 Added 3.23%
3,545 $707,000
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $41,713 - $46,783
193 Added 5.95%
3,434 $758,000
Q3 2024

Nov 07, 2024
SELL
$200.87 - $224.6 $803 - $898
-4 Reduced 0.12%
3,241 $715,000
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $13,113 - $14,241
68 Added 2.14%
3,245 $658,000
Q1 2024

May 13, 2024
SELL
$189.48 - $210.3 $2,463 - $2,733
-13 Reduced 0.41%
3,177 $668,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $26,440 - $33,385
163 Added 5.38%
3,190 $640,000
Q3 2023

Nov 09, 2023
BUY
$174.36 - $198.71 $4,359 - $4,967
25 Added 0.83%
3,027 $534,000
Q2 2023

Aug 10, 2023
SELL
$170.4 - $187.93 $5,112 - $5,637
-30 Reduced 0.99%
3,002 $562,000
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $43,584 - $50,769
-256 Reduced 7.79%
3,032 $540,000
Q4 2022

Feb 10, 2023
SELL
$166.81 - $188.05 $6,839 - $7,710
-41 Reduced 1.23%
3,288 $573,000
Q3 2022

Nov 09, 2022
SELL
$164.17 - $201.07 $7,223 - $8,847
-44 Reduced 1.3%
3,329 $549,000
Q2 2022

Aug 11, 2022
BUY
$163.9 - $207.91 $552,834 - $701,280
3,373 New
3,373 $571,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
View Full List

About ISHARES RUSSELL 2000 ETF

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