Leonard Rickey Investment Advisors P.L.L.C. USMV Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Leonard Rickey Investment Advisors P.L.L.C. held 176,982.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $16.61 Mil. This investment constitutes 3.32% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.07% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 12 purchases of USMV, at an average price of $76.83, for a total of 188,243.00 shares. In addition, there have been 3 sales at an average price of $72.81 for 11,261.00 shares. Based on historical transaction data and USMV's current price of $92.80, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his USMV holdings is $2.78 Mil, reflecting a 19.23% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. USMV ($92.80) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. USMV ($92.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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