Leonard Rickey Investment Advisors P.L.L.C. Ishares Core S&P U.S Growth Et Transaction History

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

  • $434 Million
  • Q4 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 4,995 shares of IUSG stock, worth $724,824. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,995
Previous 4,865 2.67%
Holding current value
$724,824
Previous $641,000 8.58%
% of portfolio
0.16%
Previous 0.15%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$129.96 - $144.97 $16,894 - $18,846
130 Added 2.67%
4,995 $696,000
Q3 2024

Oct 15, 2024
BUY
$116.79 - $133.54 $3,503 - $4,006
30 Added 0.62%
4,865 $641,000
Q2 2024

Jul 24, 2024
SELL
$109.98 - $128.59 $18,586 - $21,731
-169 Reduced 3.38%
4,835 $616,000
Q1 2024

Apr 18, 2024
SELL
$100.95 - $117.92 $74,299 - $86,789
-736 Reduced 12.82%
5,004 $586,000
Q4 2023

Jan 23, 2024
SELL
$91.06 - $104.51 $9,106 - $10,451
-100 Reduced 1.71%
5,740 $597,000
Q3 2023

Oct 17, 2023
SELL
$94.27 - $100.74 $34,691 - $37,072
-368 Reduced 5.93%
5,840 $553,000
Q2 2023

Jul 27, 2023
SELL
$87.77 - $97.64 $28,613 - $31,830
-326 Reduced 4.99%
6,208 $606,000
Q1 2023

Apr 20, 2023
SELL
$79.81 - $88.77 $28,811 - $32,045
-361 Reduced 5.24%
6,534 $580,000
Q4 2022

Jan 27, 2023
BUY
$78.88 - $88.47 $98,126 - $110,056
1,244 Added 22.01%
6,895 $0
Q3 2022

Oct 31, 2022
SELL
$80.18 - $99.02 $22,851 - $28,220
-285 Reduced 4.8%
5,651 $453,000
Q2 2022

Jul 25, 2022
SELL
$80.61 - $107.49 $23,779 - $31,709
-295 Reduced 4.73%
5,936 $497,000
Q1 2022

Apr 19, 2022
SELL
$94.61 - $116.48 $30,653 - $37,739
-324 Reduced 4.94%
6,231 $658,000
Q4 2021

Feb 01, 2022
BUY
$101.4 - $117.16 $92,882 - $107,318
916 Added 16.24%
6,555 $758,000
Q3 2021

Oct 25, 2021
BUY
$101.41 - $109.45 $23,831 - $25,720
235 Added 4.35%
5,639 $578,000
Q2 2021

Jul 27, 2021
SELL
$91.91 - $101.16 $38,877 - $42,790
-423 Reduced 7.26%
5,404 $564,000
Q1 2021

May 06, 2021
SELL
$85.7 - $93.77 $8,055 - $8,814
-94 Reduced 1.59%
5,827 $529,000
Q4 2020

Jan 22, 2021
BUY
$77.7 - $88.69 $20,279 - $23,148
261 Added 4.61%
5,921 $525,000
Q3 2020

Oct 16, 2020
SELL
$72.62 - $86.26 $64,704 - $76,857
-891 Reduced 13.6%
5,660 $453,000
Q2 2020

Jul 21, 2020
SELL
$54.68 - $72.85 $5,139 - $6,847
-94 Reduced 1.41%
6,551 $471,000
Q1 2020

Apr 28, 2020
BUY
$49.63 - $73.36 $15,286 - $22,594
308 Added 4.86%
6,645 $379,000
Q4 2019

Jan 07, 2020
BUY
$61.11 - $67.92 $24,871 - $27,643
407 Added 6.86%
6,337 $429,000
Q3 2019

Oct 17, 2019
SELL
$60.87 - $64.7 $913 - $970
-15 Reduced 0.25%
5,930 $373,000
Q2 2019

Jul 10, 2019
BUY
$58.69 - $63.27 $23,886 - $25,750
407 Added 7.35%
5,945 $373,000
Q1 2019

Apr 10, 2019
BUY
$51.25 - $60.61 $6,252 - $7,394
122 Added 2.25%
5,538 $334,000
Q4 2018

Jan 17, 2019
BUY
$49.22 - $62.28 $266,575 - $337,308
5,416 New
5,416 $285,000

Others Institutions Holding IUSG

# of Institutions
773
Shares Held
117M
Call Options Held
2.7K
Put Options Held
300
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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