Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Usa Quality Facto Transaction History

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

$434 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 16, 2020	SELL	$96.43 - $110.16 $202,117 - $230,895	-2,096 Closed	0 $0
Q2 2020 Jul 21, 2020	BUY	$77.66 - $101.43 $162,775 - $212,597	2,096 New	2,096 $201,000

Others Institutions Holding QUAL

# of Institutions

1,500

Shares Held

229M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.23 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.7 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.66 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.44 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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