Ritter Daniher Financial Advisory LLC Ishares Russell Mid 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 Russell Mid Cap ETF stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 10,617 shares of IWR stock, worth $1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,617

Previous 12,523 15.22%

Holding current value

$1 Million

Previous $1.15 Million 10.95%

% of portfolio

0.2%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$92.26 - $97.51 $175,847 - $185,854	-1,906 Reduced 15.22%	10,617 $1.03 Million
Q2 2025 Aug 11, 2025	SELL	$74.88 - $91.97 $46,051 - $56,561	-615 Reduced 4.68%	12,523 $1.15 Million
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

1,647

Shares Held

392M

Call Options Held

208K

Put Options Held

28.7K

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