Ieq Capital, LLC Principal Financial Group Inc Transaction History

Ieq Capital, LLC

$10.1 Billion
Q4 2024

A detailed history of Ieq Capital, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ieq Capital, LLC holds 4,464 shares of PFG stock, worth $371,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,464

Previous 9,360 52.31%

Holding current value

$371,672

Previous $804,000 57.09%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$74.91 - $91.26 $366,759 - $446,808	-4,896 Reduced 52.31%	4,464 $345,000
Q3 2024 Nov 14, 2024	BUY	$72.94 - $87.46 $225,092 - $269,901	3,086 Added 49.19%	9,360 $804,000
Q2 2024 Aug 12, 2024	BUY	$76.66 - $86.01 $68,534 - $76,892	894 Added 16.62%	6,274 $492,000
Q1 2024 May 08, 2024	BUY	$77.2 - $86.31 $25,398 - $28,395	329 Added 6.51%	5,380 $464,000
Q4 2023 Feb 07, 2024	SELL	$66.88 - $79.58 $24,143 - $28,728	-361 Reduced 6.67%	5,051 $397,000
Q3 2023 Nov 03, 2023	BUY	$72.0 - $84.1 $91,224 - $106,554	1,267 Added 30.57%	5,412 $390,000
Q2 2023 Aug 07, 2023	SELL	$65.46 - $77.11 $100,546 - $118,440	-1,536 Reduced 27.04%	4,145 $314,000
Q1 2023 May 01, 2023	BUY	$69.69 - $93.39 $163,213 - $218,719	2,342 Added 70.14%	5,681 $422,000
Q4 2022 Feb 03, 2023	SELL	$75.39 - $95.0 $14,776 - $18,620	-196 Reduced 5.54%	3,339 $280,000
Q3 2022 Nov 03, 2022	BUY	$61.13 - $79.78 $30,198 - $39,411	494 Added 16.24%	3,535 $255,000
Q2 2022 Jul 27, 2022	SELL	$62.84 - $76.21 $33,745 - $40,924	-537 Reduced 15.01%	3,041 $203,000
Q1 2022 Apr 26, 2022	BUY	$64.37 - $78.95 $38,364 - $47,054	596 Added 19.99%	3,578 $263,000
Q4 2021 Jan 31, 2022	SELL	$65.12 - $73.93 $15,042 - $17,077	-231 Reduced 7.19%	2,982 $216,000
Q3 2021 Nov 09, 2021	BUY	$59.2 - $68.12 $190,209 - $218,869	3,213 New	3,213 $207,000

Others Institutions Holding PFG

# of Institutions

861

Shares Held

162M

Call Options Held

219K

Put Options Held

87.5K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.8B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

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