Leonard Rickey Investment Advisors P.L.L.C. Ishares Russell 1000 Gr ETF Transaction History

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

$471 Million
Q1 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 2,230 shares of IWF stock, worth $804,004. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,230

Previous 2,263 1.46%

Holding current value

$804,004

Previous $908,000 11.45%

% of portfolio

0.17%

Previous 0.21%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$360.07 - $417.26 $11,882 - $13,769	-33 Reduced 1.46%	2,230 $804,000
Q4 2024 Jan 16, 2025	SELL	$370.24 - $418.94 $45,169 - $51,110	-122 Reduced 5.12%	2,263 $908,000
Q3 2024 Oct 15, 2024	SELL	$332.02 - $382.76 $2,988 - $3,444	-9 Reduced 0.38%	2,385 $895,000
Q2 2024 Jul 24, 2024	BUY	$316.15 - $367.33 $16,755 - $19,468	53 Added 2.26%	2,394 $872,000
Q1 2024 Apr 18, 2024	SELL	$294.43 - $339.01 $78,023 - $89,837	-265 Reduced 10.17%	2,341 $789,000
Q4 2023 Jan 23, 2024	SELL	$256.94 - $304.21 $8,222 - $9,734	-32 Reduced 1.21%	2,606 $790,000
Q3 2023 Oct 17, 2023	SELL	$263.8 - $285.38 $13,981 - $15,125	-53 Reduced 1.97%	2,638 $701,000
Q2 2023 Jul 27, 2023	SELL	$239.31 - $275.18 $16,991 - $19,537	-71 Reduced 2.57%	2,691 $740,000
Q1 2023 Apr 20, 2023	SELL	$209.92 - $244.33 $58,357 - $67,923	-278 Reduced 9.14%	2,762 $674,000
Q4 2022 Jan 27, 2023	BUY	$207.03 - $232.89 $19,460 - $21,891	94 Added 3.19%	3,040 $0
Q3 2022 Oct 31, 2022	SELL	$210.4 - $257.47 $7,574 - $9,268	-36 Reduced 1.21%	2,946 $620,000
Q2 2022 Jul 25, 2022	BUY	$209.9 - $283.21 $4,407 - $5,947	21 Added 0.71%	2,982 $652,000
Q1 2022 Apr 19, 2022	SELL	$246.62 - $307.78 $62,148 - $77,560	-252 Reduced 7.84%	2,961 $822,000
Q4 2021 Feb 01, 2022	BUY	$270.99 - $309.52 $8,671 - $9,904	32 Added 1.01%	3,213 $982,000
Q3 2021 Oct 25, 2021	SELL	$272.07 - $292.68 $19,044 - $20,487	-70 Reduced 2.15%	3,181 $872,000
Q2 2021 Jul 27, 2021	SELL	$244.58 - $272.16 $20,789 - $23,133	-85 Reduced 2.55%	3,251 $911,000
Q1 2021 May 06, 2021	BUY	$230.04 - $254.69 $8,051 - $8,914	35 Added 1.06%	3,336 $811,000
Q4 2020 Jan 22, 2021	SELL	$209.58 - $241.25 $3,353 - $3,860	-16 Reduced 0.48%	3,301 $796,000
Q3 2020 Oct 16, 2020	SELL	$194.64 - $233.83 $49,438 - $59,392	-254 Reduced 7.11%	3,317 $720,000
Q2 2020 Jul 21, 2020	SELL	$144.16 - $193.61 $24,074 - $32,332	-167 Reduced 4.47%	3,571 $686,000
Q1 2020 Apr 28, 2020	SELL	$131.63 - $192.29 $82,137 - $119,988	-624 Reduced 14.31%	3,738 $563,000
Q4 2019 Jan 07, 2020	SELL	$155.29 - $176.84 $26,709 - $30,416	-172 Reduced 3.79%	4,362 $767,000
Q3 2019 Oct 17, 2019	SELL	$158.47 - $162.55 $57,841 - $59,330	-365 Reduced 7.45%	4,534 $724,000
Q2 2019 Jul 10, 2019	SELL	N/A	-127 Reduced 2.53%	4,899 $771,000
Q1 2019 Apr 10, 2019	SELL	N/A	-135 Reduced 2.62%	5,026 $761,000
Q4 2018 Jan 17, 2019	SELL	N/A	-96 Reduced 1.83%	5,161 $676,000
Q3 2018 Oct 23, 2018	SELL	N/A	-98 Reduced 1.83%	5,257 $820,000
Q2 2018 Jul 17, 2018	SELL	N/A	-516 Reduced 8.79%	5,355 $770,000
Q1 2018 Apr 25, 2018	SELL	N/A	-403 Reduced 6.42%	5,871 $799,000
Q4 2017 Feb 14, 2018	BUY	N/A	6,274	6,274 $845,000

Others Institutions Holding IWF

# of Institutions

2,451

Shares Held

214M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Leonard Rickey Investment Advisors P.L.L.C. Ishares Russell 1000 Gr ETF Transaction History