Leonard Rickey Investment Advisors P.L.L.C. Ishares Tr Dow Jones Us Medica Transaction History

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

$387 Million
Q1 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	SELL	$55.84 - $65.41 $207,557 - $243,128	-3,717 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$61.58 - $66.32 $6,034 - $6,499	-98 Reduced 2.57%	3,717 $245,000
Q3 2021 Oct 25, 2021	BUY	$60.41 - $67.15 $1,208 - $1,343	20 Added 0.53%	3,815 $240,000
Q2 2021 Jul 27, 2021	BUY	$55.06 - $60.62 $174,925 - $192,589	3,177 Added 514.08%	3,795 $235,000
Q1 2021 May 06, 2021	SELL	$52.97 - $58.45 $10,329 - $11,397	-195 Reduced 23.99%	618 $204,000

Q4 2020 Jan 22, 2021	SELL	$49.24 - $54.55 $6,155 - $6,818	-125 Reduced 13.33%	813 $266,000
Q3 2020 Oct 16, 2020	SELL	$44.27 - $51.59 $10,049 - $11,710	-227 Reduced 19.48%	938 $281,000
Q2 2020 Jul 21, 2020	SELL	$35.5 - $45.33 $6,532 - $8,340	-184 Reduced 13.64%	1,165 $308,000
Q1 2020 Apr 28, 2020	SELL	$30.83 - $46.19 $1,171 - $1,755	-38 Reduced 2.74%	1,349 $304,000
Q4 2019 Jan 07, 2020	SELL	$39.26 - $44.28 $1,217 - $1,372	-31 Reduced 2.19%	1,387 $367,000
Q3 2019 Oct 17, 2019	SELL	$39.44 - $41.95 $4,298 - $4,572	-109 Reduced 7.14%	1,418 $351,000
Q2 2019 Jul 10, 2019	SELL	$35.61 - $40.33 $3,204 - $3,629	-90 Reduced 5.57%	1,527 $368,000
Q1 2019 Apr 10, 2019	SELL	$31.41 - $38.92 $471 - $583	-15 Reduced 0.92%	1,617 $374,000
Q4 2018 Jan 17, 2019	SELL	$30.61 - $37.95 $6,703 - $8,311	-219 Reduced 11.83%	1,632 $326,000
Q3 2018 Oct 23, 2018	BUY	$33.54 - $37.91 $301 - $341	9 Added 0.49%	1,851 $421,000
Q2 2018 Jul 17, 2018	SELL	$30.1 - $34.45 $782 - $895	-26 Reduced 1.39%	1,842 $370,000
Q1 2018 Apr 25, 2018	SELL	$28.78 - $32.28 $2,561 - $2,872	-89 Reduced 4.55%	1,868 $346,000
Q4 2017 Feb 14, 2018	BUY	$27.98 - $29.62 $54,756 - $57,966	1,957	1,957 $340,000

Others Institutions Holding IHI

# of Institutions

633

Shares Held

41.1M

Call Options Held

795K

Put Options Held

375K

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