Ritter Daniher Financial Advisory LLC Ishares Russell Midcap Value E Transaction History

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 1,538 shares of IWS stock, worth $212,013. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,988 22.64%
Holding current value
$212,013
Previous $262,000 18.32%
% of portfolio
0.04%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$132.83 - $140.61 $59,773 - $63,274
-450 Reduced 22.64%
1,538 $214,000
Q2 2023

Aug 10, 2023
BUY
$101.5 - $109.84 $15,225 - $16,476
150 Added 8.16%
1,988 $218,000
Q4 2022

Feb 10, 2023
SELL
$96.57 - $111.69 $170,735 - $197,467
-1,768 Reduced 49.03%
1,838 $193,000
Q3 2022

Nov 09, 2022
BUY
$96.05 - $115.74 $148,205 - $178,586
1,543 Added 74.79%
3,606 $346,000
Q2 2022

Aug 11, 2022
BUY
$99.42 - $121.64 $205,103 - $250,943
2,063 New
2,063 $210,000

Others Institutions Holding IWS

# of Institutions
1,059
Shares Held
93.7M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
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