Leonard Rickey Investment Advisors P.L.L.C. Ishares Core U.S. Aggregate Bo 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 Core U.S. Aggregate Bo stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 6,556 shares of AGG stock, worth $647,732. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,556
Previous 6,179 6.1%
Holding current value
$647,732
Previous $625,000 1.6%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 16, 2025
BUY
$96.64 - $101.23 $36,433 - $38,163
377 Added 6.1%
6,556 $635,000
Q3 2024

Oct 15, 2024
SELL
$96.25 - $101.98 $14,245 - $15,093
-148 Reduced 2.34%
6,179 $625,000
Q2 2024

Jul 24, 2024
BUY
$95.11 - $97.92 $570 - $587
6 Added 0.09%
6,327 $614,000
Q1 2024

Apr 18, 2024
BUY
$96.75 - $99.37 $17,318 - $17,787
179 Added 2.91%
6,321 $619,000
Q4 2023

Jan 23, 2024
BUY
$91.67 - $99.66 $35,567 - $38,668
388 Added 6.74%
6,142 $609,000
Q3 2023

Oct 17, 2023
BUY
$93.85 - $98.43 $540,012 - $566,366
5,754 New
5,754 $541,000
Q3 2020

Oct 16, 2020
SELL
$117.95 - $119.63 $295,228 - $299,433
-2,503 Closed
0 $0
Q2 2020

Jul 21, 2020
SELL
$114.73 - $118.21 $46,809 - $48,229
-408 Reduced 14.02%
2,503 $296,000
Q1 2020

Apr 28, 2020
BUY
$106.57 - $117.86 $2,557 - $2,828
24 Added 0.83%
2,911 $336,000
Q4 2019

Jan 07, 2020
SELL
$111.81 - $113.82 $40,810 - $41,544
-365 Reduced 11.22%
2,887 $324,000
Q3 2019

Oct 17, 2019
BUY
$111.75 - $113.28 $92,417 - $93,682
827 Added 34.1%
3,252 $368,000
Q2 2019

Jul 10, 2019
BUY
N/A
151 Added 6.64%
2,425 $270,000
Q1 2019

Apr 10, 2019
BUY
N/A
2,274 New
2,274 $248,000
Q1 2018

Apr 25, 2018
SELL
N/A
-2,508 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
2,508
2,508 $274,000

Others Institutions Holding AGG

# of Institutions
2,112
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

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

Follow Leonard Rickey Investment Advisors P.L.L.C. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email