Ritter Daniher Financial Advisory LLC Ishares Russell Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 13,138 shares of IWR stock, worth $1.18 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,138
Previous 13,298 1.2%
Holding current value
$1.18 Million
Previous $1.18 Million 4.94%
% of portfolio
0.34%
Previous 0.35%

Shares

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

May 09, 2025
SELL
$82.81 - $92.93 $13,249 - $14,868
-160 Reduced 1.2%
13,138 $1.12 Million
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
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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