Platte River Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Platte River Wealth Advisors, LLC

$357 Million
Q2 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 18,459 shares of IJJ stock, worth $2.26 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

18,459

Previous 19,060 3.15%

Holding current value

$2.26 Million

Previous $2.25 Million 7.1%

% of portfolio

0.59%

Previous 0.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$109.44 - $118.4 $65,773 - $71,158	-601 Reduced 3.15%	18,459 $2.09 Million
Q1 2024 Apr 23, 2024	SELL	$109.27 - $118.29 $80,313 - $86,943	-735 Reduced 3.71%	19,060 $2.25 Million
Q3 2023 Oct 11, 2023	SELL	$99.46 - $111.92 $4,276 - $4,812	-43 Reduced 0.22%	19,795 $2 Million
Q1 2023 Apr 07, 2023	SELL	$97.23 - $116.09 $699,083 - $834,687	-7,190 Reduced 26.6%	19,838 $2.04 Million
Q2 2022 Jul 08, 2022	SELL	$91.51 - $110.2 $86,934 - $104,690	-950 Reduced 3.4%	27,028 $2.55 Million
Q1 2022 Apr 19, 2022	SELL	$102.52 - $112.86 $24,092 - $26,522	-235 Reduced 0.83%	27,978 $3.07 Million
Q4 2021 Jan 12, 2022	SELL	$103.36 - $113.35 $212,921 - $233,501	-2,060 Reduced 6.8%	28,213 $3.17 Million
Q3 2021 Oct 20, 2021	BUY	$99.84 - $108.44 $9,285 - $10,084	93 Added 0.31%	30,273 $3.12 Million
Q2 2021 Jul 15, 2021	BUY	$102.45 - $110.12 $7,069 - $7,598	69 Added 0.23%	30,180 $3.18 Million
Q1 2021 Apr 12, 2021	SELL	$84.81 - $105.35 $39,606 - $49,198	-467 Reduced 1.53%	30,111 $3.12 Million
Q4 2020 Jan 22, 2021	BUY	$68.27 - $86.35 $979,537 - $1.24 Million	14,348 Added 88.4%	30,578 $2.78 Million
Q3 2020 Nov 04, 2020	SELL	$63.93 - $72.86 $63,674 - $72,568	-996 Reduced 5.78%	16,230 $2.19 Million
Q2 2020 Jul 07, 2020	SELL	$50.55 - $75.5 $277,721 - $414,797	-5,494 Reduced 24.18%	17,226 $2.3 Million
Q4 2019 Feb 03, 2020	BUY	$76.36 - $85.59 $1.73 Million - $1.94 Million	22,720 New	22,720 $3.72 Million

Others Institutions Holding IJJ

# of Institutions

787

Shares Held

42.2M

Call Options Held

100

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Platte River Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History