Leonard Rickey Investment Advisors P.L.L.C. Ishares S&P 500 Growth ETF Transaction History

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

  • $494 Million
  • Q2 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 3,164 shares of IVW stock, worth $383,033. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,164
Previous 3,142 0.7%
Holding current value
$383,033
Previous $290,000 20.0%
% of portfolio
0.07%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$82.96 - $110.1 $1,825 - $2,422
22 Added 0.7%
3,164 $348,000
Q1 2025

Apr 15, 2025
SELL
$92.45 - $106.69 $18,490 - $21,338
-200 Reduced 5.98%
3,142 $290,000
Q4 2024

Jan 16, 2025
SELL
$94.43 - $105.47 $94 - $105
-1 Reduced 0.03%
3,342 $339,000
Q4 2023

Jan 23, 2024
SELL
$65.78 - $75.4 $197 - $226
-3 Reduced 0.09%
3,343 $251,000
Q3 2023

Oct 17, 2023
BUY
$68.05 - $72.66 $22,456 - $23,977
330 Added 10.94%
3,346 $228,000
Q2 2023

Jul 27, 2023
BUY
$63.21 - $70.48 $190,641 - $212,567
3,016 New
3,016 $212,000
Q1 2022

Apr 19, 2022
SELL
$68.33 - $84.32 $27,332 - $33,728
-400 Reduced 10.76%
3,317 $253,000
Q3 2021

Oct 25, 2021
SELL
$72.99 - $79.0 $583 - $632
-8 Reduced 0.21%
3,717 $275,000
Q2 2021

Jul 27, 2021
SELL
$65.96 - $72.81 $19,787 - $21,843
-300 Reduced 7.45%
3,725 $280,000
Q1 2021

May 06, 2021
SELL
$61.43 - $67.25 $1,412 - $1,546
-23 Reduced 0.57%
4,025 $262,000
Q4 2020

Jan 22, 2021
BUY
$56.17 - $63.82 $170,532 - $193,757
3,036 Added 300.0%
4,048 $258,000
Q3 2020

Oct 16, 2020
SELL
$52.42 - $62.43 $16,879 - $20,102
-322 Reduced 24.14%
1,012 $234,000
Q2 2020

Jul 21, 2020
BUY
$39.5 - $52.48 $118 - $157
3 Added 0.23%
1,334 $277,000
Q1 2020

Apr 28, 2020
BUY
$36.14 - $52.65 $144 - $210
4 Added 0.3%
1,331 $220,000
Q3 2019

Oct 17, 2019
BUY
$43.49 - $46.27 $43 - $46
1 Added 0.08%
1,327 $239,000
Q1 2019

Apr 10, 2019
BUY
$36.63 - $43.33 $48,571 - $57,455
1,326 New
1,326 $229,000
Q4 2018

Jan 17, 2019
SELL
$35.15 - $44.43 $46,573 - $58,869
-1,325 Closed
0 $0
Q1 2018

Apr 25, 2018
BUY
$37.4 - $41.49 $561 - $622
15 Added 1.15%
1,325 $205,000
Q4 2017

Feb 14, 2018
BUY
$35.95 - $38.73 $47,094 - $50,736
1,310
1,310 $200,000

Others Institutions Holding IVW

# of Institutions
2,094
Shares Held
424M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

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

Follow Leonard Rickey Investment Advisors P.L.L.C. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email