Leonard Rickey Investment Advisors P.L.L.C. Closed Holding Positions

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

  • $434 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on Apr 19, 2022
3,717
$55.84 - $65.41 $208K - $243K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
838
$202.19 - $259.81 $169K - $218K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 19, 2022
4,347
$42.79 - $51.23 $186K - $223K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
1,343
$117.57 - $166.39 $158K - $223K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on Apr 19, 2022
3,319
N/A
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
257
$662.87 - $917.22 $170K - $236K
ALPN
Alpine Immune Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
17,013
$10.41 - $13.95 $177K - $237K
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2021 Filed on Feb 01, 2022
2,396
$80.18 - $88.74 $192K - $213K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on Oct 25, 2021
0
$235.18 - $252.25 $0 - $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2021 Filed on Jul 27, 2021
8,383
$26.94 - $27.73 $226K - $232K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on May 06, 2021
12,087
$50.15 - $50.25 $606K - $607K
Ishares Gold Trust
Q1 2021 Filed on May 06, 2021
10,021
N/A
IGV
Ishares Expanded Tech Software

ETFs
Q3 2020 Filed on Oct 16, 2020
827
$283.85 - $334.52 $235K - $277K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2020 Filed on Oct 16, 2020
4,323
$57.43 - $63.64 $248K - $275K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2020 Filed on Oct 16, 2020
4,390
$49.13 - $64.05 $216K - $281K
VGT
Vanguard Information Technolog

ETFs
Q3 2020 Filed on Oct 16, 2020
944
$279.37 - $338.36 $264K - $319K
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Oct 16, 2020
3,515
$59.54 - $70.37 $209K - $247K
AMT
American Tower Corp

Real Estate
Q3 2020 Filed on Oct 16, 2020
838
$235.71 - $271.29 $198K - $227K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 16, 2020
3,628
$63.93 - $73.12 $232K - $265K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Oct 16, 2020
3,840
$62.1 - $78.08 $238K - $300K
Seacor Holdings Inc
Q3 2020 Filed on Oct 16, 2020
30,000
N/A
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Jul 21, 2020
2,774
$93.85 - $109.23 $260K - $303K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2020 Filed on Jul 21, 2020
1,067
$193.98 - $272.82 $207K - $291K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2020 Filed on Jul 21, 2020
2,105
$106.13 - $111.67 $223K - $235K
Investors Bancorp Inc New
Q2 2020 Filed on Jul 21, 2020
10,482
N/A
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2020 Filed on Jul 21, 2020
4,557
$50.76 - $59.28 $231K - $270K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2020 Filed on Jul 21, 2020
29,988
$19.97 - $25.75 $599K - $772K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 28, 2020
6,933
$39.35 - $62.03 $273K - $430K
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
3,369
$42.8 - $77.51 $144K - $261K
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on Apr 28, 2020
2,610
$69.09 - $100.6 $180K - $263K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on Apr 28, 2020
8,181
$46.62 - $86.52 $381K - $708K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on Apr 28, 2020
3,770
$37.62 - $61.93 $142K - $233K
FBZ
First Trust Brazil Alphadex Fu
Q1 2020 Filed on Apr 28, 2020
13,201
N/A
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
8,591
$98.45 - $170.48 $846K - $1.46M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2020 Filed on Apr 28, 2020
3,561
$97.07 - $101.94 $346K - $363K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2020 Filed on Apr 28, 2020
106,723
$67.64 - $112.37 $7.22M - $12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
3,698
$34.9 - $93.86 $129K - $347K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
4,848
$36.81 - $61.96 $178K - $300K
ITB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 28, 2020
5,365
$24.14 - $50.4 $130K - $270K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 28, 2020
1,252
$44.17 - $81.02 $55.3K - $101K
ITA
Ishares Tr

ETFs
Q1 2020 Filed on Apr 28, 2020
1,090
$58.76 - $119.9 $64K - $131K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2019 Filed on Jan 07, 2020
1,898
$125.71 - $128.49 $239K - $244K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2019 Filed on Jan 07, 2020
2,852
$115.87 - $125.91 $330K - $359K
CMS
Cms Energy Corp

Utilities
Q4 2019 Filed on Jan 07, 2020
3,176
$59.58 - $64.92 $189K - $206K
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2019 Filed on Jan 07, 2020
7,063
$33.61 - $36.11 $237K - $255K
Nic Inc
Q4 2019 Filed on Jan 07, 2020
10,212
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2019 Filed on Jan 07, 2020
4,007
N/A
VHT
Vanguard Health Care ETF

ETFs
Q3 2019 Filed on Oct 17, 2019
1,485
$166.25 - $172.8 $247K - $257K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q3 2019 Filed on Oct 17, 2019
10,353
$22.85 - $24.54 $237K - $254K
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