Number of Shares
69,357.00
Current Holdings Value*
$31.47 Mil
% of Portfolio
21.7%
Total Estimate Gain
$18.96 Mil
% of Total Estimate Gain
76.21%

RITTER DANIHER FINANCIAL ADVISORY LLC's iShares Core S&P 500 ETF Holding Summary

As of 2022-03-31, RITTER DANIHER FINANCIAL ADVISORY LLC held 69,357.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.47 Mil. This investment constitutes 21.7% of their stock portfolio, and RITTER DANIHER FINANCIAL ADVISORY LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then RITTER DANIHER FINANCIAL ADVISORY LLC has made 3 purchases of IVV, at an average price of $357.59, for a total of 69,567.00 shares. In addition, there have been 2 sales at an average price of $445.02 for 210.00 shares. Based on historical transaction data and IVV's current price of $630.67, RITTER DANIHER FINANCIAL ADVISORY LLC's estimated gain on his IVV holdings is $18.96 Mil, reflecting a 76.21% gain to date.

RITTER DANIHER FINANCIAL ADVISORY LLC IVV ($630.67) Holding Chart

RITTER DANIHER FINANCIAL ADVISORY LLC IVV ($630.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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