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 $3.07 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
22,972
Previous 23,359 1.66%
Holding current value
$3.07 Million
Previous $2.83 Million 9.81%
% of portfolio
0.82%
Previous 0.79%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Platte River Wealth Advisors, LLC Portfolio

Follow Platte River Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Platte River Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platte River Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email