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

Ritter Daniher Financial Advisory LLC

$332 Million
Q4 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 13,298 shares of IWR stock, worth $1.23 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

13,298

Previous 13,430 0.98%

Holding current value

$1.23 Million

Previous $1.18 Million 0.68%

% of portfolio

0.35%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$87.25 - $95.52 $11,517 - $12,608	-132 Reduced 0.98%	13,298 $1.18 Million
Q3 2024 Nov 07, 2024	SELL	$79.92 - $88.19 $159 - $176	-2 Reduced 0.01%	13,430 $1.18 Million
Q2 2024 Aug 12, 2024	SELL	$78.66 - $83.59 $26,508 - $28,169	-337 Reduced 2.45%	13,432 $1.09 Million
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $46,578 - $51,967	-618 Reduced 4.3%	13,769 $1.16 Million
Q4 2023 Feb 09, 2024	BUY	$64.84 - $78.27 $83,643 - $100,968	1,290 Added 9.85%	14,387 $1.12 Million
Q1 2023 May 11, 2023	SELL	$66.27 - $75.04 $28,363 - $32,117	-428 Reduced 3.16%	13,097 $915,000
Q4 2022 Feb 10, 2023	SELL	$62.09 - $71.89 $33,776 - $39,108	-544 Reduced 3.87%	13,525 $912,000
Q3 2022 Nov 09, 2022	BUY	$62.15 - $74.82 $3,045 - $3,666	49 Added 0.35%	14,069 $874,000
Q2 2022 Aug 11, 2022	BUY	$62.75 - $78.76 $879,755 - $1.1 Million	14,020 New	14,020 $907,000

Others Institutions Holding IWR

# of Institutions

1,530

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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