iShares S&P 500 Value Index shares owned by Platte River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Platte River Wealth Advisors
from 13F filings
Historical chart of Platte River Wealth Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Platte River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38M | 190k | 197.17 |
| 2024-06-30 | $34M | 186k | 182.01 |
| 2024-03-31 | $34M | 184k | 186.81 |
| 2023-12-31 | $28M | 164k | 173.89 |
| 2023-09-30 | $13M | 83k | 153.84 |
| 2023-06-30 | $13M | 82k | 161.19 |
| 2023-03-31 | $11M | 75k | 151.76 |
| 2022-12-31 | $11M | 73k | 145.07 |
| 2022-09-30 | $10M | 81k | 128.52 |
| 2022-06-30 | $12M | 84k | 137.46 |
| 2022-03-31 | $15M | 95k | 155.72 |
| 2021-12-31 | $15M | 91k | 158.93 |
| 2021-09-30 | $12M | 83k | 145.42 |
| 2021-06-30 | $11M | 76k | 147.64 |
| 2021-03-31 | $11M | 74k | 143.21 |
| 2020-12-31 | $8.5M | 65k | 131.29 |
| 2020-09-30 | $5.4M | 48k | 112.44 |
| 2020-06-30 | $4.8M | 44k | 109.68 |
| 2019-12-31 | $2.2M | 17k | 126.58 |
More positions owned by Platte River Wealth Advisors
View all positions for Platte River Wealth Advisors