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Ishares Tr shares owned by Platte River Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Platte River Wealth Advisors from 13F filings

Historical chart of Platte River Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Platte River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 225k 21.22
2024-06-30 $4.5M 222k 20.29
2024-03-31 $4.7M 230k 20.49
2023-12-31 $3.2M 156k 20.77
2023-09-30 $3.5M 178k 19.39
2023-06-30 $3.9M 192k 20.27
2023-03-31 $251k 12k 20.64

More positions owned by Platte River Wealth Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Val Etf (IWD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Eli Lilly & Co. (LLY)

View all positions for Platte River Wealth Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Venture Visionary Partners
Raymond James Financial
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
Summit Financial
Sigma Investment Counselors
UBS Group
Advisors Capital Management
Klingman & Associates
Golub Group

View all funds holding Ishares Tr