Platte River Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 198,298 shares of IBDS stock, worth $4.76 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

198,298

Previous 236,288 16.08%

Holding current value

$4.76 Million

Previous $5.61 Million 13.82%

% of portfolio

1.28%

Previous 1.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$23.63 - $24.42 $897,703 - $927,715	-37,990 Reduced 16.08%	198,298 $4.83 Million
Q2 2024 Jul 19, 2024	SELL	$23.48 - $23.77 $1.11 Million - $1.12 Million	-47,234 Reduced 16.66%	236,288 $5.61 Million
Q1 2024 Apr 23, 2024	BUY	$23.67 - $24.03 $338,504 - $343,653	14,301 Added 5.31%	283,522 $6.75 Million
Q4 2023 Jan 12, 2024	SELL	$22.84 - $23.94 $201,471 - $211,174	-8,821 Reduced 3.17%	269,221 $6.44 Million
Q3 2023 Oct 11, 2023	SELL	$23.07 - $23.6 $417,336 - $426,924	-18,090 Reduced 6.11%	278,042 $6.43 Million
Q2 2023 Jul 07, 2023	BUY	$23.39 - $23.94 $353,165 - $361,470	15,099 Added 5.37%	296,132 $6.95 Million
Q1 2023 Apr 07, 2023	BUY	$23.15 - $24.01 $6.51 Million - $6.75 Million	281,033 New	281,033 $6.69 Million

Others Institutions Holding IBDS

# of Institutions

336

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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Platte River Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History