Platte River Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Platte River Wealth Advisors, LLC

$357 Million
Q2 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 204,331 shares of IBDT stock, worth $5.17 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

204,331

Previous 229,454 10.95%

Holding current value

$5.17 Million

Previous $5.72 Million 11.44%

% of portfolio

1.42%

Previous 1.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$24.4 - $24.86 $613,001 - $624,557	-25,123 Reduced 10.95%	204,331 $5.06 Million
Q1 2024 Apr 23, 2024	BUY	$24.69 - $25.14 $768,081 - $782,080	31,109 Added 15.68%	229,454 $5.72 Million
Q4 2023 Jan 12, 2024	SELL	$23.63 - $25.1 $1.05 Million - $1.11 Million	-44,305 Reduced 18.26%	198,345 $4.98 Million
Q3 2023 Oct 11, 2023	BUY	$23.94 - $24.67 $15,920 - $16,405	665 Added 0.27%	242,650 $5.83 Million
Q2 2023 Jul 07, 2023	BUY	$24.43 - $25.1 $1.25 Million - $1.28 Million	51,185 Added 26.83%	241,985 $5.93 Million
Q1 2023 Apr 07, 2023	BUY	$24.16 - $25.2 $4.61 Million - $4.81 Million	190,800 New	190,800 $4.76 Million

Others Institutions Holding IBDT

# of Institutions

290

Shares Held

59.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Platte River Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History