Rice Partnership, LLC Purchases in Q3 2025

Rice Partnership, LLC

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
402
New
$102.4 - $103.88 $41.2K - $41.8K
402 $41K
IDU
Ishares Tr U S Utils ETF

ETFs
358
New
$103.7 - $111.17 $37.1K - $39.8K
358 $39K
XOM
Exxon Mobil Corp

Energy
36
+ 0.51%
$105.83 - $117.22 $3.81K - $4.22K
7.08K $797K
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 30.36%
$620.67 - $670.08 $21.1K - $22.8K
146 $97K
IVW
Ishares S&P 500 Growth ETF

ETFs
171
+ 25.6%
$108.97 - $121.65 $18.6K - $20.8K
839 $101K
SPTL
Spdr Portfolio Long Term Treas

ETFs
976
New
$25.67 - $27.21 $25.1K - $26.6K
976 $26K
EFV
Msci Eafe Value ETF

ETFs
312
+ 33.4%
$62.79 - $68.42 $19.6K - $21.3K
1.25K $84K
IWN
Ishares Russell2000 Val ETF

ETFs
22
+ 2.35%
$157.1 - $178.94 $3.46K - $3.94K
960 $169K
TLT
Ishares Barclays 20+ Year Trea

ETFs
208
+ 8.62%
$85.01 - $90.35 $17.7K - $18.8K
2.62K $234K
QUAL
Ishares Msci Usa Quality Facto

ETFs
117
New
$182.33 - $194.5 $21.3K - $22.8K
117 $22K
XLY
Select Sector Spdr Consumer Di

ETFs
45
+ 11.0%
$216.09 - $242.18 $9.72K - $10.9K
454 $108K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
12
+ 2.63%
$284.45 - $324.95 $3.41K - $3.9K
468 $149K
IMTB
Ishares Tr

ETFs
308
+ 3.45%
$42.98 - $44.52 $13.2K - $13.7K
9.25K $408K
EEM
Ishares Msci Emerging Markets

ETFs
320
New
$48.07 - $53.4 $15.4K - $17.1K
320 $17K
MUB
Ishares National Muni Bond ETF

ETFs
146
+ 25.57%
$103.24 - $106.68 $15.1K - $15.6K
717 $76K
IGM
Ishares Expanded Tech Sector E

ETFs
128
New
$110.96 - $127.67 $14.2K - $16.3K
128 $16K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
292
New
$50.47 - $50.74 $14.7K - $14.8K
292 $14K
JEPI
J P Morgan Exchange Traded Fd

ETFs
200
New
$55.61 - $57.37 $11.1K - $11.5K
200 $11K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
229
New
$50.85 - $51.35 $11.6K - $11.8K
229 $11K
IWS
Ishares Russell Midcap Value E

ETFs
72
New
$132.83 - $140.61 $9.56K - $10.1K
72 $10K
IYW
Ishares Dj Us Tech ETF

ETFs
31
+ 28.97%
$171.38 - $197.01 $5.31K - $6.11K
138 $27K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
150
New
$59.11 - $67.35 $8.87K - $10.1K
150 $9K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
176
+ 4.62%
$48.31 - $48.93 $8.5K - $8.61K
3.99K $194K
CSCO
Cisco Systems, Inc.

Technology
374
+ 2.17%
$66.2 - $71.79 $24.8K - $26.8K
17.6K $1.21M
EFG
Msci Eafe Growth ETF

ETFs
70
+ 28.0%
$106.99 - $114.46 $7.49K - $8.01K
320 $36K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 29.63%
$236.25 - $257.69 $5.67K - $6.18K
105 $26K
IEFA
Ishares Tr

ETFs
43
+ 5.02%
$81.7 - $87.53 $3.51K - $3.76K
900 $78K
OEF
Ishares S&P 100 ETF

ETFs
28
New
N/A
28 $7K
IWP
Ishares Russell Mid Cap Growth

ETFs
49
+ 222.73%
$137.51 - $145.26 $6.74K - $7.12K
71 $10K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
31
New
$148.97 - $165.88 $4.62K - $5.14K
31 $5K
MBB
Ishares Tr

ETFs
22
+ 1.13%
$92.46 - $95.73 $2.03K - $2.11K
1.97K $187K
VNQ
Vanguard Specialized Funds Van

ETFs
29
+ 5.26%
$88.47 - $93.24 $2.57K - $2.7K
580 $53K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
35
New
$94.17 - $99.95 $3.3K - $3.5K
35 $3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
37
New
$81.76 - $86.36 $3.03K - $3.2K
37 $3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
80
New
$24.69 - $25.26 $1.98K - $2.02K
80 $2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
36
New
$72.04 - $77.35 $2.59K - $2.78K
36 $2K
Linde PLC
270
+ 1.51%
N/A
18.2K $0
Ge Vernova Inc
7.18K
+ 86.32%
N/A
15.5K $0
Arista Networks Inc
45.9K
+ 144.85%
N/A
77.7K $0
EEMV
Ishares Msci Emerging Markets

ETFs
12
New
$61.94 - $64.63 $743 - $776
12 $0
ABT
Abbott Laboratories

Healthcare
155
+ 0.94%
$120.51 - $136.62 $18.7K - $21.2K
16.7K $2.23M
Activity Summary
Buys All Purchases 92 New Holdings 31 Increased Positions 61 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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