Number of Shares
57,655.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
4.29%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
33.31%

RITTER DANIHER FINANCIAL ADVISORY LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2022-03-31, RITTER DANIHER FINANCIAL ADVISORY LLC held 57,655.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.22 Mil. This investment constitutes 4.29% of their stock portfolio, and RITTER DANIHER FINANCIAL ADVISORY LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then RITTER DANIHER FINANCIAL ADVISORY LLC has made 1 purchases of IJR, at an average price of $83.07, for a total of 70,591.00 shares. In addition, there have been 4 sales at an average price of $105.68 for 12,936.00 shares. Based on historical transaction data and IJR's current price of $111.87, RITTER DANIHER FINANCIAL ADVISORY LLC's estimated gain on his IJR holdings is $1.95 Mil, reflecting a 33.31% gain to date.

RITTER DANIHER FINANCIAL ADVISORY LLC IJR ($111.87) Holding Chart

RITTER DANIHER FINANCIAL ADVISORY LLC IJR ($111.87) 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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