Leonard Rickey Investment Advisors P.L.L.C. Ishares S&P 500 Growth ETF 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 S&P 500 Growth ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 3,342 shares of IVW stock, worth $350,375. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,343 0.03%

Holding current value

$350,375

Previous $320,000 5.94%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,863

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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