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Ishares Tr shares owned by Platte River Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2024-03-31 $4.6M 186k 24.81
2023-12-31 $3.2M 129k 25.23
2023-09-30 $3.3M 140k 23.48
2023-06-30 $3.7M 151k 24.62

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)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Platte River Wealth Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Gateway Advisory
Bank of America Corporation
First Interstate Bank
Wells Fargo & Company
Sigma Investment Counselors
Arrow Financial Corp.
MV Capital Management
Raymond James Financial Services Advisors
Rockefeller Capital Management
UBS Group
Stony Point Wealth Management
Citadel Advisors
Paradigm, Strategies in Wealth Management

View all funds holding Ishares Tr