Platte River Wealth Advisors, LLC Ishares S&P 500 Growth ETF 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 500 Growth ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 530,011 shares of IVW stock, worth $50.5 Million. This represents 13.72% of its overall portfolio holdings.

Number of Shares

530,011

Previous 495,534 6.96%

Holding current value

$50.5 Million

Previous $41.8 Million 17.22%

% of portfolio

13.72%

Previous 11.93%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $2.73 Million - $3.22 Million	34,477 Added 6.96%	530,011 $49 Million
Q1 2024 Apr 23, 2024	BUY	$72.87 - $85.14 $7.62 Million - $8.91 Million	104,601 Added 26.76%	495,534 $41.8 Million
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $2.15 Million - $2.46 Million	32,673 Added 9.12%	390,933 $29.4 Million
Q3 2023 Oct 11, 2023	BUY	$68.05 - $72.66 $305,272 - $325,952	4,486 Added 1.27%	358,260 $24.5 Million
Q2 2023 Jul 07, 2023	BUY	$63.21 - $70.48 $667,118 - $743,845	10,554 Added 3.07%	353,774 $24.9 Million
Q1 2023 Apr 07, 2023	SELL	$57.25 - $63.89 $59,368 - $66,253	-1,037 Reduced 0.3%	343,220 $21.9 Million
Q4 2022 Jan 13, 2023	BUY	$56.73 - $63.56 $1.86 Million - $2.08 Million	32,740 Added 10.51%	344,257 $0
Q3 2022 Oct 21, 2022	BUY	$57.85 - $71.43 $2.04 Million - $2.53 Million	35,350 Added 12.8%	311,517 $18 Million
Q2 2022 Jul 08, 2022	SELL	$58.13 - $77.8 $189,096 - $253,083	-3,253 Reduced 1.16%	276,167 $16.7 Million
Q1 2022 Apr 19, 2022	BUY	$68.33 - $84.32 $371,510 - $458,447	5,437 Added 1.98%	279,420 $21.3 Million
Q4 2021 Jan 12, 2022	BUY	$73.18 - $84.81 $1.79 Million - $2.07 Million	24,440 Added 9.79%	273,983 $22.2 Million
Q3 2021 Oct 20, 2021	BUY	$72.99 - $79.0 $2.93 Million - $3.17 Million	40,074 Added 19.13%	249,543 $18.4 Million
Q2 2021 Jul 15, 2021	BUY	$65.96 - $72.81 $863,350 - $953,010	13,089 Added 6.67%	209,469 $15.2 Million
Q1 2021 Apr 12, 2021	BUY	$61.43 - $67.25 $226,308 - $247,749	3,684 Added 1.91%	196,380 $13.4 Million
Q4 2020 Jan 22, 2021	BUY	$56.17 - $63.82 $8.42 Million - $9.57 Million	149,894 Added 350.2%	192,696 $12.6 Million
Q3 2020 Nov 04, 2020	SELL	$52.42 - $62.43 $54,936 - $65,426	-1,048 Reduced 2.39%	42,802 $9.89 Million
Q2 2020 Jul 07, 2020	BUY	$39.5 - $52.48 $347,363 - $461,509	8,794 Added 25.09%	43,850 $9.42 Million
Q4 2019 Feb 03, 2020	BUY	$43.72 - $48.62 $1.53 Million - $1.7 Million	35,056 New	35,056 $6.94 Million

Others Institutions Holding IVW

# of Institutions

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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