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 3,241 shares of IWM stock, worth $718,529. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,241
Previous 3,245 0.12%
Holding current value
$718,529
Previous $658,000 8.66%
% of portfolio
0.21%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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