Platte River Wealth Advisors, LLC IVW Holdings History
Platte River Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-09-30, Platte River Wealth Advisors, LLC held 551,761.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $52.83 Mil. This investment constitutes 14.17% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.1% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q4. And since then Platte River Wealth Advisors, LLC has made 15 purchases of IVW, at an average price of $65.79, for a total of 560,243.00 shares. In addition, there have been 3 sales at an average price of $60.47 for 8,482.00 shares. Based on historical transaction data and IVW's current price of $112.31, Platte River Wealth Advisors, LLC's estimated gain on his IVW holdings is $25.63 Mil, reflecting a 69.53% gain to date.
Platte River Wealth Advisors, LLC IVW ($112.31) Holding Chart
Platte River Wealth Advisors, LLC IVW ($112.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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