Leonard Rickey Investment Advisors P.L.L.C. Ishares Core Total Usd Bond Ma Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $387 Million
- Q1 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 233,119 shares of IUSB stock, worth $10.5 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
233,119
Previous 41,255
465.07%
Holding current value
$10.5 Million
Previous $1.9 Million
459.32%
% of portfolio
2.75%
Previous 0.56%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.04 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.56 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.23 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.8 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.44 Billion0.8% of portfolio