Platte River Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 3,386 shares of IVV stock, worth $2.28 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

3,386

Previous 3,386 -0.0%

Holding current value

$2.28 Million

Previous $1.85 Million 5.45%

% of portfolio

0.52%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$412.55 - $479.0 $26,403 - $30,656	-64 Reduced 1.86%	3,386 $1.62 Million
Q3 2023 Oct 11, 2023	BUY	$427.76 - $460.18 $27,376 - $29,451	64 Added 1.89%	3,450 $1.48 Million
Q2 2023 Jul 07, 2023	BUY	$406.17 - $445.71 $1.09 Million - $1.2 Million	2,693 Added 388.6%	3,386 $1.51 Million
Q1 2023 Apr 07, 2023	SELL	$381.13 - $418.66 $47,260 - $51,913	-124 Reduced 15.18%	693 $284,000
Q4 2022 Jan 13, 2023	BUY	$357.98 - $409.32 $44,389 - $50,755	124 Added 17.89%	817 $0
Q1 2021 Apr 12, 2021	SELL	$370.22 - $398.75 $6,293 - $6,778	-17 Reduced 2.39%	693 $284,000
Q3 2020 Nov 04, 2020	BUY	$311.81 - $359.24 $221,385 - $255,060	710 New	710 $239,000

Others Institutions Holding IVV

# of Institutions

4,027

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Platte River Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platte River Wealth Advisors, LLC with notifications on news.

Account

Platte River Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History