Leonard Rickey Investment Advisors P.L.L.C. Ishares Iboxx $ Investment Gra Transaction History

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

$433 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 07, 2020	SELL	$125.71 - $128.49 $238,597 - $243,874	-1,898 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$122.95 - $129.1 $233,359 - $245,031	1,898 New	1,898 $242,000

Others Institutions Holding LQD

# of Institutions

1,185

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.45 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.09 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.51 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.51 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.16 Billion
2.45% of portfolio

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