Platte River Wealth Advisors, LLC Ishares Tr Transaction History

Platte River Wealth Advisors, LLC

$357 Million
Q2 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 28,189 shares of IDV stock, worth $835,240. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,189

Previous 28,132 0.2%

Holding current value

$835,240

Previous $788,000 1.14%

% of portfolio

0.22%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$26.94 - $30.1 $1,535 - $1,715	57 Added 0.2%	28,189 $779,000
Q1 2024 Apr 23, 2024	BUY	$26.95 - $28.13 $518,814 - $541,530	19,251 Added 216.77%	28,132 $788,000
Q4 2023 Jan 12, 2024	SELL	$24.46 - $28.13 $719,686 - $827,668	-29,423 Reduced 76.81%	8,881 $248,000
Q2 2023 Jul 07, 2023	BUY	$25.86 - $28.52 $13,964 - $15,400	540 Added 1.43%	38,304 $1.01 Million
Q1 2023 Apr 07, 2023	BUY	$26.54 - $29.5 $134,823 - $149,860	5,080 Added 15.54%	37,764 $1.04 Million
Q4 2022 Jan 13, 2023	SELL	$22.26 - $27.56 $19,299 - $23,894	-867 Reduced 2.58%	32,684 $0
Q3 2022 Oct 21, 2022	BUY	$22.53 - $28.47 $4,731 - $5,978	210 Added 0.63%	33,551 $756,000
Q2 2022 Jul 08, 2022	SELL	$26.84 - $32.0 $54,243 - $64,672	-2,021 Reduced 5.72%	33,341 $906,000
Q1 2022 Apr 19, 2022	BUY	$29.99 - $33.33 $34,308 - $38,129	1,144 Added 3.34%	35,362 $1.12 Million
Q4 2021 Jan 12, 2022	BUY	$29.77 - $31.71 $158,971 - $169,331	5,340 Added 18.49%	34,218 $1.11 Million
Q3 2021 Oct 20, 2021	BUY	$30.42 - $32.96 $45,143 - $48,912	1,484 Added 5.42%	28,878 $878,000
Q2 2021 Jul 15, 2021	BUY	$31.67 - $34.02 $189,703 - $203,779	5,990 Added 27.99%	27,394 $888,000
Q1 2021 Apr 12, 2021	BUY	$29.53 - $32.13 $57,583 - $62,653	1,950 Added 10.02%	21,404 $686,000
Q4 2020 Jan 22, 2021	BUY	$24.08 - $29.73 $274,295 - $338,654	11,391 Added 141.27%	19,454 $601,000
Q3 2020 Nov 04, 2020	BUY	$24.68 - $26.95 $198,994 - $217,297	8,063 New	8,063 $201,000
Q2 2020 Jul 07, 2020	SELL	$21.21 - $27.95 $629,979 - $830,170	-29,702 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$29.79 - $33.61 $884,822 - $998,284	29,702 New	29,702 $982,000

Others Institutions Holding IDV

# of Institutions

462

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

View Full List

About ISHARES TR

Ticker IDV
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Industry ETFs

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Platte River Wealth Advisors, LLC Ishares Tr Transaction History