Ritter Daniher Financial Advisory LLC Ishares Russell Mid Cap Growth Transaction History

Ritter Daniher Financial Advisory LLC

$339 Million
Q3 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 13,452 shares of IWP stock, worth $1.72 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

13,452

Previous 13,306 1.1%

Holding current value

$1.72 Million

Previous $1.47 Million 7.43%

% of portfolio

0.46%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$103.87 - $117.59 $15,165 - $17,168	146 Added 1.1%	13,452 $1.58 Million
Q2 2024 Aug 12, 2024	SELL	$105.7 - $113.43 $13,846 - $14,859	-131 Reduced 0.97%	13,306 $1.47 Million
Q1 2024 May 13, 2024	SELL	$100.66 - $114.14 $17,414 - $19,746	-173 Reduced 1.27%	13,437 $1.53 Million
Q4 2023 Feb 09, 2024	BUY	$85.66 - $105.12 $6,767 - $8,304	79 Added 0.58%	13,610 $1.42 Million
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $3,245 - $3,575	37 Added 0.27%	13,531 $1.31 Million
Q4 2022 Feb 10, 2023	SELL	$77.4 - $89.88 $221,364 - $257,056	-2,860 Reduced 17.49%	13,494 $1.13 Million
Q3 2022 Nov 09, 2022	SELL	$78.02 - $94.38 $65,224 - $78,901	-836 Reduced 4.86%	16,354 $1.28 Million
Q2 2022 Aug 11, 2022	BUY	$75.41 - $102.47 $1.3 Million - $1.76 Million	17,190 New	17,190 $1.36 Million

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Ritter Daniher Financial Advisory LLC Ishares Russell Mid Cap Growth Transaction History