Leonard Rickey Investment Advisors P.L.L.C. Ishares Core U.S. Aggregate Bo Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$494 Million
Q2 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 6,639 shares of AGG stock, worth $667,485. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,639

Previous 6,690 0.76%

Holding current value

$667,485

Previous $660,000 0.3%

% of portfolio

0.13%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$96.84 - $99.46 $4,938 - $5,072	-51 Reduced 0.76%	6,639 $658,000
Q1 2025 Apr 15, 2025	BUY	$95.85 - $99.25 $12,843 - $13,299	134 Added 2.04%	6,690 $660,000
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $36,433 - $38,163	377 Added 6.1%	6,556 $635,000
Q3 2024 Oct 15, 2024	SELL	$96.25 - $101.98 $14,245 - $15,093	-148 Reduced 2.34%	6,179 $625,000
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $570 - $587	6 Added 0.09%	6,327 $614,000
Q1 2024 Apr 18, 2024	BUY	$96.75 - $99.37 $17,318 - $17,787	179 Added 2.91%	6,321 $619,000
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $35,567 - $38,668	388 Added 6.74%	6,142 $609,000
Q3 2023 Oct 17, 2023	BUY	$93.85 - $98.43 $540,012 - $566,366	5,754 New	5,754 $541,000
Q3 2020 Oct 16, 2020	SELL	$117.95 - $119.63 $295,228 - $299,433	-2,503 Closed	0 $0
Q2 2020 Jul 21, 2020	SELL	$114.73 - $118.21 $46,809 - $48,229	-408 Reduced 14.02%	2,503 $296,000
Q1 2020 Apr 28, 2020	BUY	$106.57 - $117.86 $2,557 - $2,828	24 Added 0.83%	2,911 $336,000
Q4 2019 Jan 07, 2020	SELL	$111.81 - $113.82 $40,810 - $41,544	-365 Reduced 11.22%	2,887 $324,000
Q3 2019 Oct 17, 2019	BUY	$111.75 - $113.28 $92,417 - $93,682	827 Added 34.1%	3,252 $368,000
Q2 2019 Jul 10, 2019	BUY	N/A	151 Added 6.64%	2,425 $270,000
Q1 2019 Apr 10, 2019	BUY	N/A	2,274 New	2,274 $248,000
Q1 2018 Apr 25, 2018	SELL	N/A	-2,508 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	2,508	2,508 $274,000

Others Institutions Holding AGG

# of Institutions

2,170

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Leonard Rickey Investment Advisors P.L.L.C. Ishares Core U.S. Aggregate Bo Transaction History