iShares S&P 500 Index shares owned by Platte River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Platte River Wealth Advisors
from 13F filings
Historical chart of Platte River Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Platte River Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.0M | 3.4k | 576.82 |
2024-06-30 | $1.9M | 3.4k | 547.23 |
2024-03-31 | $1.8M | 3.4k | 525.73 |
2023-12-31 | $1.6M | 3.4k | 477.63 |
2023-09-30 | $1.5M | 3.5k | 429.43 |
2023-06-30 | $1.5M | 3.4k | 445.71 |
2023-03-31 | $285k | 693 | 411.08 |
2022-12-31 | $314k | 817 | 384.21 |
2022-09-30 | $249k | 693 | 359.31 |
2022-06-30 | $263k | 693 | 379.51 |
2022-03-31 | $314k | 693 | 453.10 |
2021-12-31 | $327k | 693 | 471.86 |
2021-09-30 | $299k | 693 | 431.46 |
2021-06-30 | $298k | 693 | 430.01 |
2021-03-31 | $284k | 693 | 409.81 |
2020-12-31 | $274k | 710 | 385.92 |
2020-09-30 | $239k | 710 | 336.62 |
More positions owned by Platte River Wealth Advisors
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