Leonard Rickey Investment Advisors P.L.L.C. Ishares Tr Tips Bd ETF Transaction History

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

$471 Million
Q1 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$105.69 - $108.04 $207,258 - $211,866	1,961 New	1,961 $210,000
Q3 2022 Oct 31, 2022	BUY	$104.9 - $118.23 $188,715 - $212,695	1,799 Added 1.52%	119,859 $12.6 Million
Q2 2022 Jul 25, 2022	BUY	$113.44 - $123.09 $5.34 Million - $5.8 Million	47,113 Added 66.41%	118,060 $13.4 Million
Q1 2022 Apr 19, 2022	SELL	$122.95 - $129.16 $1.47 Million - $1.54 Million	-11,952 Reduced 14.42%	70,947 $8.84 Million
Q4 2021 Feb 01, 2022	BUY	$127.7 - $130.86 $5.17 Million - $5.3 Million	40,480 Added 95.43%	82,899 $10.7 Million
Q3 2021 Oct 25, 2021	BUY	$127.3 - $130.61 $5.4 Million - $5.54 Million	42,419 New	42,419 $5.42 Million

Others Institutions Holding TIP

# of Institutions

1,150

Shares Held

121M

Call Options Held

16.5M

Put Options Held

17M

Black Rock Inc. New York, NY

35.6M
Shares

$3.86 Billion
0.09% of portfolio
Vinland Capital Management Gestora De Recursos Ltda. Sao Paulo, D5

14.4M
Shares

$1.56 Billion
6.65% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$1.27 Billion
0.11% of portfolio
Morgan Stanley New York, NY

3.93M
Shares

$426 Million
0.03% of portfolio
Fil LTD Hamilton, D0

2.46M
Shares

$266 Million
0.28% of portfolio

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