Leonard Rickey Investment Advisors P.L.L.C. Ishares Tr Ishares Esg Aware 1 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 Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 48,994 shares of SUSB stock, worth $1.21 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
48,994
Previous 49,671 1.36%
Holding current value
$1.21 Million
Previous $1.25 Million 3.12%
% of portfolio
0.28%
Previous 0.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$24.61 - $25.12 $16,660 - $17,006
-677 Reduced 1.36%
48,994 $1.21 Million
Q3 2024

Oct 15, 2024
SELL
$24.38 - $25.2 $2,096 - $2,167
-86 Reduced 0.17%
49,671 $1.25 Million
Q2 2024

Jul 24, 2024
BUY
$24.19 - $24.51 $11,296 - $11,446
467 Added 0.95%
49,757 $1.22 Million
Q1 2024

Apr 18, 2024
BUY
$24.32 - $24.57 $10,676 - $10,786
439 Added 0.9%
49,290 $1.21 Million
Q4 2023

Jan 23, 2024
BUY
$23.56 - $24.48 $77,017 - $80,025
3,269 Added 7.17%
48,851 $1.2 Million
Q3 2023

Oct 17, 2023
SELL
$23.72 - $24.02 $16,153 - $16,357
-681 Reduced 1.47%
45,582 $1.08 Million
Q2 2023

Jul 27, 2023
BUY
$23.84 - $24.2 $111,523 - $113,207
4,678 Added 11.25%
46,263 $1.11 Million
Q1 2023

Apr 20, 2023
SELL
$23.63 - $24.19 $3,497 - $3,580
-148 Reduced 0.35%
41,585 $1 Million
Q4 2022

Jan 27, 2023
SELL
$23.19 - $23.94 $87,565 - $90,397
-3,776 Reduced 8.3%
41,733 $0
Q3 2022

Oct 31, 2022
SELL
$23.37 - $24.43 $13,437 - $14,047
-575 Reduced 1.25%
45,509 $1.07 Million
Q2 2022

Jul 25, 2022
BUY
$23.73 - $24.6 $18,153 - $18,819
765 Added 1.69%
46,084 $1.11 Million
Q1 2022

Apr 19, 2022
BUY
$24.54 - $25.63 $172,172 - $179,820
7,016 Added 18.32%
45,319 $1.12 Million
Q4 2021

Feb 01, 2022
BUY
$25.61 - $25.99 $52,090 - $52,863
2,034 Added 5.61%
38,303 $982,000
Q3 2021

Oct 25, 2021
BUY
$25.95 - $26.1 $35,836 - $36,044
1,381 Added 3.96%
36,269 $942,000
Q2 2021

Jul 27, 2021
BUY
$25.93 - $26.12 $592,137 - $596,476
22,836 Added 189.48%
34,888 $910,000
Q1 2021

May 06, 2021
BUY
$25.89 - $26.17 $312,026 - $315,400
12,052 New
12,052 $313,000

Others Institutions Holding SUSB

# of Institutions
326
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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