Platte River Wealth Advisors, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 551,761 shares of IVW stock, worth $57.7 Million. This represents 13.97% of its overall portfolio holdings.

Number of Shares

551,761

Previous 530,011 4.1%

Holding current value

$57.7 Million

Previous $49 Million 7.72%

% of portfolio

13.97%

Previous 13.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$84.77 - $97.13 $1.84 Million - $2.11 Million	21,750 Added 4.1%	551,761 $52.8 Million
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

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History