ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Leonard Rickey Investment Advisors P.L.L.C.'s Holding History (CIK: 0001731447)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,276 Value ($000) $422 Avg Close Range
Q3 2025
Shares 3,246 Value ($000) $409 Avg Close Range
Q2 2025
Shares 3,292 Value ($000) $382 Avg Close Range
Q1 2025
Shares 3,292 Value ($000) $328 Avg Close Range
Q4 2024
Shares 3,270 Value ($000) $360 Avg Close Range
Q3 2024
Shares 3,275 Value ($000) $356 Avg Close Range
Q2 2024
Shares 3,275 Value ($000) $340 Avg Close Range
Q1 2024
Shares 3,275 Value ($000) $330 Avg Close Range
Q4 2023
Shares 3,384 Value ($000) $308 Avg Close Range
Q3 2023
Shares 3,544 Value ($000) $288 Avg Close Range
Q2 2023
Shares 3,544 Value ($000) $298 Avg Close Range
Q1 2023
Shares 3,544 Value ($000) $276 Avg Close Range
Q4 2022
Shares 3,980 Value ($000) $286 Avg Close Range
Q3 2022
Shares 3,963 Value ($000) $265 Avg Close Range
Q2 2022
Shares 3,963 Value ($000) $285 Avg Close Range
Q1 2022
Shares 3,963 Value ($000) $343 Avg Close Range
Q4 2021
Shares 3,772 Value ($000) $351 Avg Close Range
Q3 2021
Shares 3,772 Value ($000) $314 Avg Close Range
Q2 2021
Shares 3,772 Value ($000) $318 Avg Close Range
Q1 2021
Shares 4,080 Value ($000) $312 Avg Close Range
Q4 2020
Shares 4,080 Value ($000) $292 Avg Close Range
Q3 2020
Shares 2,040 Value ($000) $261 Avg Close Range
Q2 2020
Shares 2,040 Value ($000) $241 Avg Close Range
Q4 2019
Shares 2,023 Value ($000) $243 Avg Close Range
Q3 2019
Shares 2,023 Value ($000) $224 Avg Close Range
Q2 2019
Shares 2,023 Value ($000) $221 Avg Close Range
Q1 2019
Shares 2,491 Value ($000) $263 Avg Close Range
Q4 2018
Shares 2,811 Value ($000) $261 Avg Close Range
Q3 2018
Shares 2,822 Value ($000) $301 Avg Close Range
Q2 2018
Shares 2,880 Value ($000) $291 Avg Close Range
Q1 2018
Shares 2,880 Value ($000) $281 Avg Close Range
Q4 2017
Shares 2,937 Value ($000) $288 Avg Close Range