Leonard Rickey Investment Advisors P.L.L.C. Ishares S&P Midcap 400 Value E Transaction History

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

$407 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 28, 2020	SELL	$46.62 - $86.52 $381,398 - $707,820	-8,181 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$76.36 - $85.59 $4,963 - $5,563	65 Added 0.8%	8,181 $1.4 Million
Q3 2019 Oct 17, 2019	SELL	$79.13 - $81.47 $8,150 - $8,391	-103 Reduced 1.25%	8,116 $1.3 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-70 Reduced 0.84%	8,219 $1.31 Million
Q1 2019 Apr 10, 2019	SELL	N/A	-54 Reduced 0.65%	8,289 $1.3 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-23 Reduced 0.27%	8,343 $1.15 Million
Q3 2018 Oct 23, 2018	BUY	N/A	8 Added 0.1%	8,366 $1.4 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-200 Reduced 2.34%	8,358 $1.35 Million
Q1 2018 Apr 25, 2018	BUY	N/A	18 Added 0.21%	8,558 $1.32 Million
Q4 2017 Feb 14, 2018	BUY	N/A	8,540	8,540 $1.37 Million

Others Institutions Holding IJJ

# of Institutions

788

Shares Held

42.2M

Call Options Held

100

Put Options Held

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