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

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

$471 Million
Q1 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 6,690 shares of AGG stock, worth $656,289. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,690

Previous 6,556 2.04%

Holding current value

$656,289

Previous $635,000 3.94%

% of portfolio

0.14%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,168

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Account

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