Ritter Daniher Financial Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History

Ritter Daniher Financial Advisory LLC

$511 Million
Q3 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 158,632 shares of IJR stock, worth $18.5 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

158,632

Previous 162,650 2.47%

Holding current value

$18.5 Million

Previous $17.8 Million 6.04%

% of portfolio

3.69%

Previous 4.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$108.46 - $120.63 $435,792 - $484,691	-4,018 Reduced 2.47%	158,632 $18.9 Million
Q2 2025 Aug 11, 2025	SELL	$90.56 - $109.49 $218,974 - $264,746	-2,418 Reduced 1.46%	162,650 $17.8 Million
Q1 2025 May 09, 2025	SELL	$102.49 - $119.96 $345,391 - $404,265	-3,370 Reduced 2.0%	165,068 $17.3 Million
Q4 2024 Feb 13, 2025	SELL	$113.92 - $127.38 $1.12 Million - $1.26 Million	-9,859 Reduced 5.53%	168,438 $19.4 Million
Q3 2024 Nov 07, 2024	BUY	$105.53 - $118.34 $252,111 - $282,714	2,389 Added 1.36%	178,297 $20.9 Million

Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $218,864 - $237,615	2,143 Added 1.23%	175,908 $18.8 Million
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $360,476 - $389,251	3,522 Added 2.07%	173,765 $19.2 Million
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $1.33 Million - $1.67 Million	15,186 Added 9.79%	170,243 $18.4 Million
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $473,790 - $536,316	5,100 Added 3.4%	155,057 $14.6 Million
Q2 2023 Aug 10, 2023	BUY	$91.14 - $99.81 $953,688 - $1.04 Million	10,464 Added 7.5%	149,957 $14.9 Million
Q1 2023 May 11, 2023	BUY	$92.27 - $107.68 $1.24 Million - $1.45 Million	13,439 Added 10.66%	139,493 $13.5 Million
Q4 2022 Feb 10, 2023	BUY	$89.09 - $102.13 $5.69 Million - $6.52 Million	63,862 Added 102.69%	126,054 $11.9 Million
Q3 2022 Nov 09, 2022	BUY	$87.04 - $106.5 $192,967 - $236,110	2,217 Added 3.7%	62,192 $5.42 Million
Q2 2022 Aug 11, 2022	BUY	$89.03 - $109.02 $5.34 Million - $6.54 Million	59,975 New	59,975 $5.54 Million

Others Institutions Holding IJR

# of Institutions

2,914

Shares Held

539M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Ritter Daniher Financial Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History