Platte River Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Platte River Wealth Advisors, LLC
- $378 Million
- Q3 2024
A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 190,108 shares of IVE stock, worth $39.5 Million. This represents 9.91% of its overall portfolio holdings.
Number of Shares
190,108
Previous 185,874
2.28%
Holding current value
$39.5 Million
Previous $33.8 Million
10.8%
% of portfolio
9.91%
Previous 9.47%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.36 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.69 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.94 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.73 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.64 Billion0.55% of portfolio