Principal Securities, Inc. Ishares Tresg Screened S&P Sma Transaction History

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024

A detailed history of Principal Securities, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Principal Securities, Inc. holds 1,599 shares of XJR stock, worth $71,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,868 14.4%
Holding current value
$71,235
Previous $70.7 Million 5.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$37.45 - $42.19 $10,074 - $11,349
-269 Reduced 14.4%
1,599 $66.9 Million
Q2 2024

Jul 31, 2024
BUY
$36.08 - $39.37 $8,118 - $8,858
225 Added 13.69%
1,868 $70.7 Million
Q1 2024

May 10, 2024
SELL
$36.12 - $39.17 $8,054 - $8,734
-223 Reduced 11.95%
1,643 $64.4 Million
Q4 2023

Feb 07, 2024
BUY
$30.69 - $38.87 $57,267 - $72,531
1,866 New
1,866 $71.4 Million

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email