Leonard Rickey Investment Advisors P.L.L.C. Ishares Expanded Tech Software Transaction History

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

$523 Million
Q3 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 16, 2020	SELL	$283.85 - $334.52 $234,743 - $276,648	-827 Closed	0 $0
Q2 2020 Jul 21, 2020	SELL	$197.94 - $284.25 $38,598 - $55,428	-195 Reduced 19.08%	827 $235,000
Q1 2020 Apr 28, 2020	SELL	$185.88 - $266.67 $4,647 - $6,666	-25 Reduced 2.39%	1,022 $215,000
Q4 2019 Jan 07, 2020	SELL	$205.25 - $235.04 $6,157 - $7,051	-30 Reduced 2.79%	1,047 $244,000
Q3 2019 Oct 17, 2019	SELL	$209.16 - $230.04 $22,170 - $24,384	-106 Reduced 8.96%	1,077 $228,000
Q2 2019 Jul 10, 2019	BUY	$199.4 - $222.26 $235,890 - $262,933	1,183 New	1,183 $258,000

Others Institutions Holding IGV

# of Institutions

769

Shares Held

75.4M

Call Options Held

4.86M

Put Options Held

3.33M

Bank Of America Corp Charlotte, NC

7.89M
Shares

$890 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.18M
Shares

$472 Million
0.03% of portfolio
Two Sigma Investments, LP New York, NY

3.15M
Shares

$356 Million
0.68% of portfolio
Envestnet Asset Management Inc

3.15M
Shares

$355 Million
0.11% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.78M
Shares

$314 Million
2.56% of portfolio

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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