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 $741,649. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,545
Previous 3,434 3.23%
Holding current value
$741,649
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
2,860
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

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