Leonard Rickey Investment Advisors P.L.L.C. Ishares Core S&P Mid Cap ETF 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 S&P Mid Cap ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 1,230,689 shares of IJH stock, worth $71.6 Million. This represents 15.2% of its overall portfolio holdings.

Number of Shares

1,230,689

Previous 1,214,275 1.35%

Holding current value

$71.6 Million

Previous $75.7 Million 5.32%

% of portfolio

15.2%

Previous 17.45%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$57.21 - $65.8 $939,044 - $1.08 Million	16,414 Added 1.35%	1,230,689 $71.6 Million
Q4 2024 Jan 16, 2025	BUY	$61.68 - $67.87 $938,707 - $1.03 Million	15,219 Added 1.27%	1,214,275 $75.7 Million
Q3 2024 Oct 15, 2024	BUY	$57.32 - $62.65 $278,575 - $304,479	4,860 Added 0.41%	1,199,056 $74.7 Million
Q2 2024 Jul 24, 2024	BUY	$56.43 - $60.79 $1.04 Million - $1.12 Million	18,488 Added 1.57%	1,194,196 $69.9 Million
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $53.7 Million - $268 Million	941,704 Added 402.43%	1,175,708 $71.4 Million
Q4 2023 Jan 23, 2024	BUY	$232.04 - $279.85 $682,661 - $823,318	2,942 Added 1.27%	234,004 $64.9 Million
Q3 2023 Oct 17, 2023	SELL	$246.15 - $272.4 $110,275 - $122,035	-448 Reduced 0.19%	231,062 $57.6 Million
Q2 2023 Jul 27, 2023	BUY	$240.22 - $261.48 $318,051 - $346,199	1,324 Added 0.58%	231,510 $60.5 Million
Q1 2023 Apr 20, 2023	SELL	$237.25 - $271.72 $313,170 - $358,670	-1,320 Reduced 0.57%	230,186 $57.6 Million
Q4 2022 Jan 27, 2023	SELL	$44.74 - $257.0 $195,200 - $1.12 Million	-4,363 Reduced 1.85%	231,506 $0
Q3 2022 Oct 31, 2022	SELL	$43.85 - $263.28 $162,946 - $978,348	-3,716 Reduced 1.55%	235,869 $51.7 Million
Q2 2022 Jul 25, 2022	SELL	$219.07 - $270.08 $2.87 Million - $3.54 Million	-13,099 Reduced 5.18%	239,585 $54.2 Million
Q1 2022 Apr 19, 2022	SELL	$251.21 - $285.37 $460,216 - $522,797	-1,832 Reduced 0.72%	252,684 $67.8 Million
Q4 2021 Feb 01, 2022	BUY	$265.81 - $290.54 $1.56 Million - $1.71 Million	5,882 Added 2.37%	254,516 $72 Million
Q3 2021 Oct 25, 2021	BUY	$256.44 - $277.04 $1.06 Million - $1.15 Million	4,139 Added 1.69%	248,634 $65.4 Million
Q2 2021 Jul 27, 2021	SELL	$260.21 - $276.38 $601,865 - $639,266	-2,313 Reduced 0.94%	244,495 $64.6 Million
Q1 2021 May 06, 2021	SELL	$226.3 - $267.93 $1.13 Million - $1.34 Million	-4,992 Reduced 1.98%	246,808 $64.2 Million
Q4 2020 Jan 22, 2021	SELL	$187.77 - $230.69 $187,018 - $229,767	-996 Reduced 0.39%	251,800 $57.9 Million
Q3 2020 Oct 16, 2020	BUY	$174.43 - $196.49 $1.64 Million - $1.85 Million	9,396 Added 3.86%	252,796 $46.8 Million
Q2 2020 Jul 21, 2020	BUY	$133.18 - $194.42 $1.94 Million - $2.83 Million	14,533 Added 6.35%	243,400 $43.3 Million
Q1 2020 Apr 28, 2020	BUY	$121.75 - $210.58 $9.37 Million - $16.2 Million	76,991 Added 50.69%	228,867 $32.9 Million
Q4 2019 Jan 07, 2020	BUY	$185.78 - $206.16 $1.05 Million - $1.17 Million	5,656 Added 3.87%	151,876 $31.3 Million
Q3 2019 Oct 17, 2019	BUY	$183.17 - $198.52 $254,239 - $275,545	1,388 Added 0.96%	146,220 $28.3 Million
Q2 2019 Jul 10, 2019	BUY	$181.14 - $198.0 $590,697 - $645,678	3,261 Added 2.3%	144,832 $28.1 Million
Q1 2019 Apr 10, 2019	BUY	$162.83 - $193.4 $308,074 - $365,912	1,892 Added 1.35%	141,571 $26.8 Million
Q4 2018 Jan 17, 2019	SELL	$156.48 - $199.76 $735,143 - $938,472	-4,698 Reduced 3.25%	139,679 $23.2 Million
Q3 2018 Oct 23, 2018	SELL	$194.86 - $204.98 $175,568 - $184,686	-901 Reduced 0.62%	144,377 $29.1 Million
Q2 2018 Jul 17, 2018	SELL	$183.17 - $200.64 $145,436 - $159,308	-794 Reduced 0.54%	145,278 $28.3 Million
Q1 2018 Apr 25, 2018	BUY	$179.89 - $199.21 $754,818 - $835,885	4,196 Added 2.96%	146,072 $27.4 Million
Q4 2017 Feb 14, 2018	BUY	$180.58 - $190.73 $25.6 Million - $27.1 Million	141,876	141,876 $26.9 Million

Others Institutions Holding IJH

# of Institutions

2,653

Shares Held

1.15B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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 S&P Mid Cap ETF Transaction History