Number of Shares
190,108.00
Current Holdings Value*
$37.48 Mil
% of Portfolio
10.05%
Total Estimate Gain
$9.62 Mil
% of Total Estimate Gain
30.95%

Platte River Wealth Advisors, LLC's iShares S&P 500 Value ETF Holding Summary

As of 2024-09-30, Platte River Wealth Advisors, LLC held 190,108.00 shares of iShares S&P 500 Value ETF(IVE), totaling $37.48 Mil. This investment constitutes 10.05% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.11% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2019Q4. And since then Platte River Wealth Advisors, LLC has made 15 purchases of IVE, at an average price of $146.54, for a total of 211,989.00 shares. In addition, there have been 3 sales at an average price of $144.59 for 21,881.00 shares. Based on historical transaction data and IVE's current price of $197.34, Platte River Wealth Advisors, LLC's estimated gain on his IVE holdings is $9.62 Mil, reflecting a 30.95% gain to date.

Platte River Wealth Advisors, LLC IVE ($197.34) Holding Chart

Platte River Wealth Advisors, LLC IVE ($197.34) 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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