Leonard Rickey Investment Advisors P.L.L.C. Ishares Tr Esg Aware Usd Corpo 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
Q2 2021 Jul 27, 2021	SELL	$26.94 - $27.73 $225,838 - $232,460	-8,383 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$26.68 - $28.24 $223,658 - $236,735	8,383 New	8,383 $226,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

7.98M
Shares

$181 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.6 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.7 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.2 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.8 Million
0.01% of portfolio

View Full List

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Account