iShares S&P 500 Index shares owned by Leonard Rickey Investment Advisors P
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leonard Rickey Investment Advisors P
from 13F filings
Historical chart of Leonard Rickey Investment Advisors P investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Leonard Rickey Investment Advisors P
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 2.1k | 525.66 |
| 2023-12-31 | $1.0M | 2.2k | 477.67 |
| 2023-09-30 | $936k | 2.2k | 429.41 |
| 2023-06-30 | $1.0M | 2.3k | 445.69 |
| 2023-03-31 | $1.0M | 2.4k | 411.05 |
| 2022-12-31 | $1.1M | 2.8k | 384.26 |
| 2022-09-30 | $1.0M | 2.8k | 358.70 |
| 2022-06-30 | $1.1M | 2.9k | 379.11 |
| 2022-03-31 | $1.3M | 2.9k | 453.83 |
| 2021-12-31 | $1.4M | 2.9k | 477.05 |
| 2021-09-30 | $1.1M | 2.6k | 430.92 |
| 2021-06-30 | $1.1M | 2.6k | 437.38 |
| 2021-03-31 | $1.1M | 2.6k | 397.88 |
| 2020-12-31 | $918k | 2.4k | 375.31 |
| 2020-09-30 | $807k | 2.4k | 335.97 |
| 2020-06-30 | $752k | 2.4k | 309.59 |
| 2020-03-31 | $631k | 2.4k | 258.61 |
| 2019-12-31 | $807k | 2.5k | 323.19 |
| 2019-09-30 | $735k | 2.5k | 298.66 |
| 2019-06-30 | $820k | 2.8k | 294.75 |
| 2019-03-31 | $414k | 1.5k | 284.34 |
| 2018-12-31 | $247k | 982 | 251.53 |
| 2018-09-30 | $266k | 909 | 292.63 |
| 2018-06-30 | $386k | 1.4k | 272.79 |
| 2018-03-31 | $404k | 1.5k | 265.09 |
| 2017-12-31 | $400k | 1.5k | 269.18 |
More positions owned by Leonard Rickey Investment Advisors P
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