Platte River Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 16,529 shares of IWR stock, worth $1.51 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

16,529

Previous 16,529 -0.0%

Holding current value

$1.51 Million

Previous $1.34 Million 8.66%

% of portfolio

0.39%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$75.37 - $84.09 $90,820 - $101,328	-1,205 Reduced 6.79%	16,529 $1.39 Million
Q4 2023 Jan 12, 2024	SELL	$64.84 - $78.27 $138,822 - $167,576	-2,141 Reduced 10.77%	17,734 $1.38 Million
Q3 2023 Oct 11, 2023	BUY	$68.54 - $75.91 $146,744 - $162,523	2,141 Added 12.07%	19,875 $1.38 Million
Q2 2023 Jul 07, 2023	SELL	$67.49 - $73.03 $24,633 - $26,655	-365 Reduced 2.02%	17,734 $1.3 Million
Q4 2021 Jan 12, 2022	SELL	$78.41 - $85.28 $46,418 - $50,485	-592 Reduced 3.17%	18,099 $1.47 Million
Q1 2021 Apr 12, 2021	SELL	$67.45 - $75.68 $741 - $832	-11 Reduced 0.06%	18,691 $1.42 Million
Q4 2020 Jan 22, 2021	BUY	$57.75 - $68.61 $15,592 - $18,524	270 Added 1.46%	18,702 $1.34 Million
Q3 2020 Nov 04, 2020	SELL	$53.47 - $60.19 $3,208 - $3,611	-60 Reduced 0.32%	18,432 $1.06 Million
Q2 2020 Jul 07, 2020	BUY	$40.64 - $57.63 $236,484 - $335,348	5,819 Added 45.92%	18,492 $1.01 Million
Q4 2019 Feb 03, 2020	BUY	$54.12 - $59.69 $685,862 - $756,451	12,673 New	12,673 $749,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Platte River Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History