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

Platte River Wealth Advisors, LLC

$378 Million
Q3 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 172,580 shares of IBDT stock, worth $4.32 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

172,580

Previous 204,331 15.54%

Holding current value

$4.32 Million

Previous $5.06 Million 12.96%

% of portfolio

1.16%

Previous 1.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$24.62 - $25.59 $781,709 - $812,508	-31,751 Reduced 15.54%	172,580 $4.41 Million
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

299

Shares Held

67M

Call Options Held

Put Options Held

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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