Platte River Wealth Advisors, LLC Ishares S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 190,108 shares of IVE stock, worth $36.8 Million. This represents 9.91% of its overall portfolio holdings.
Number of Shares
190,108
Previous 185,874
2.28%
Holding current value
$36.8 Million
Previous $33.8 Million
10.8%
% of portfolio
9.91%
Previous 9.47%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio