Platte River Wealth Advisors, LLC Ishares Tr Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 22,972 shares of DVY stock, worth $3.29 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

22,972

Previous 23,359 1.66%

Holding current value

$3.29 Million

Previous $2.83 Million 9.81%

% of portfolio

0.82%

Previous 0.79%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$119.99 - $135.74 $46,436 - $52,531	-387 Reduced 1.66%	22,972 $3.1 Million
Q2 2024 Jul 19, 2024	SELL	$115.73 - $125.75 $58,212 - $63,252	-503 Reduced 2.11%	23,359 $2.83 Million
Q1 2024 Apr 23, 2024	SELL	$113.31 - $123.18 $416,980 - $453,302	-3,680 Reduced 13.36%	23,862 $2.94 Million
Q4 2023 Jan 12, 2024	SELL	$102.97 - $119.06 $372,545 - $430,759	-3,618 Reduced 11.61%	27,542 $3.23 Million
Q3 2023 Oct 11, 2023	BUY	$107.44 - $118.16 $42,116 - $46,318	392 Added 1.27%	31,160 $3.35 Million
Q2 2023 Jul 07, 2023	SELL	$108.5 - $119.27 $467,635 - $514,053	-4,310 Reduced 12.29%	30,768 $3.49 Million
Q1 2023 Apr 07, 2023	SELL	$110.68 - $126.38 $261,536 - $298,635	-2,363 Reduced 6.31%	35,078 $4.11 Million
Q4 2022 Jan 13, 2023	BUY	$107.39 - $125.5 $282,757 - $330,441	2,633 Added 7.56%	37,441 $0
Q3 2022 Oct 21, 2022	SELL	$107.22 - $127.71 $261,080 - $310,973	-2,435 Reduced 6.54%	34,808 $3.73 Million
Q2 2022 Jul 08, 2022	BUY	$113.21 - $132.14 $168,456 - $196,624	1,488 Added 4.16%	37,243 $4.38 Million
Q1 2022 Apr 19, 2022	BUY	$119.99 - $129.75 $393,087 - $425,061	3,276 Added 10.09%	35,755 $4.58 Million
Q4 2021 Jan 12, 2022	BUY	$114.37 - $122.59 $412,875 - $442,549	3,610 Added 12.5%	32,479 $4.12 Million
Q3 2021 Oct 20, 2021	BUY	$112.53 - $119.9 $175,659 - $187,163	1,561 Added 5.72%	28,869 $3.31 Million
Q2 2021 Jul 15, 2021	BUY	$114.14 - $123.06 $135,826 - $146,441	1,190 Added 4.56%	27,308 $3.19 Million
Q1 2021 Apr 12, 2021	BUY	$94.76 - $115.39 $483,276 - $588,489	5,100 Added 24.26%	26,118 $3.01 Million
Q4 2020 Jan 22, 2021	BUY	$81.33 - $97.54 $560,119 - $671,757	6,887 Added 48.74%	21,018 $2.11 Million
Q3 2020 Nov 04, 2020	BUY	$77.43 - $86.72 $35,308 - $39,544	456 Added 3.33%	14,131 $1.15 Million
Q2 2020 Jul 07, 2020	SELL	$69.37 - $91.69 $889,600 - $1.18 Million	-12,824 Reduced 48.39%	13,675 $1.11 Million
Q4 2019 Feb 03, 2020	BUY	$98.25 - $105.76 $2.6 Million - $2.8 Million	26,499 New	26,499 $2.75 Million

Others Institutions Holding DVY

# of Institutions

1,467

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
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Platte River Wealth Advisors, LLC Ishares Tr Transaction History