Leonard Rickey Investment Advisors P.L.L.C. Ishares Russell Mid Cap ETF Transaction History

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

$433 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 28, 2020	SELL	$36.81 - $61.96 $178,454 - $300,382	-4,848 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	$43.7 - $54.95 $158,893 - $199,798	3,636 Added 300.0%	4,848 $225,000
Q1 2018 Apr 25, 2018	BUY	$49.67 - $55.0 $6,705 - $7,425	135 Added 12.53%	1,212 $250,000
Q4 2017 Feb 14, 2018	BUY	$49.53 - $52.32 $53,343 - $56,348	1,077	1,077 $224,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.41 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.93 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.04 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.93 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.23 Billion
0.76% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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