Ifp Advisors, Inc Principal Financial Group Inc Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 10,177 shares of PFG stock, worth $837,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,177

Previous 8,448 20.47%

Holding current value

$837,872

Previous $725,000 8.55%

% of portfolio

0.03%

Previous 0.03%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$74.91 - $91.26 $129,519 - $157,788	1,729 Added 20.47%	10,177 $787,000
Q3 2024 Feb 04, 2025	SELL	$72.94 - $87.46 $144,129 - $172,820	-1,976 Reduced 18.96%	8,448 $725,000
Q2 2024 Jul 30, 2024	BUY	$76.66 - $86.01 $243,472 - $273,167	3,176 Added 43.82%	10,424 $817,000
Q1 2024 Jul 30, 2024	BUY	$77.2 - $86.31 $26,170 - $29,259	339 Added 4.91%	7,248 $625,000
Q4 2023 Jan 09, 2024	BUY	$66.88 - $79.58 $6,621 - $7,878	99 Added 1.45%	6,909 $543,000
Q3 2023 Oct 12, 2023	SELL	$72.0 - $84.1 $5,400 - $6,307	-75 Reduced 1.09%	6,810 $490,000
Q2 2023 Aug 04, 2023	BUY	$65.46 - $77.11 $64,216 - $75,644	981 Added 16.62%	6,885 $522,000
Q1 2023 Apr 18, 2023	SELL	$69.69 - $93.39 $335,627 - $449,766	-4,816 Reduced 44.93%	5,904 $438,000
Q4 2022 Feb 07, 2023	SELL	$75.39 - $95.0 $139,697 - $176,035	-1,853 Reduced 14.74%	10,720 $614,000
Q3 2022 Nov 08, 2022	BUY	$61.13 - $79.78 $21,150 - $27,603	346 Added 2.83%	12,573 $721,000
Q2 2022 Sep 06, 2022	BUY	$62.84 - $76.21 $768,344 - $931,819	12,227 New	12,227 $697,000
Q2 2022 Aug 12, 2022	SELL	$62.84 - $76.21 $768,344 - $931,819	-12,227 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$64.37 - $78.95 $351,331 - $430,909	5,458 Added 80.63%	12,227 $897,000
Q1 2022 Aug 08, 2022	BUY	$64.37 - $78.95 $36,497 - $44,764	567 Added 9.14%	6,769 $496,000
Q4 2021 Jan 12, 2022	SELL	$65.12 - $73.93 $32,494 - $36,891	-499 Reduced 7.45%	6,202 $449,000
Q3 2021 Oct 06, 2021	SELL	$59.2 - $68.12 $80,156 - $92,234	-1,354 Reduced 16.81%	6,701 $432,000
Q2 2021 Jul 13, 2021	BUY	$59.74 - $66.87 $136,505 - $152,797	2,285 Added 39.6%	8,055 $505,000
Q1 2021 Apr 30, 2021	SELL	$48.31 - $61.55 $38,648 - $49,240	-800 Reduced 12.18%	5,770 $345,000
Q4 2020 Jan 25, 2021	SELL	$38.25 - $52.6 $40,736 - $56,019	-1,065 Reduced 13.95%	6,570 $326,000
Q3 2020 Oct 29, 2020	SELL	$37.79 - $46.18 $188 - $230	-5 Reduced 0.07%	7,635 $309,000
Q2 2020 Aug 05, 2020	SELL	$26.41 - $48.72 $7,949 - $14,664	-301 Reduced 3.79%	7,640 $309,000
Q1 2020 May 12, 2020	BUY	$24.16 - $57.08 $39,356 - $92,983	1,629 Added 25.81%	7,941 $270,000
Q4 2019 Jan 17, 2020	SELL	$52.35 - $57.4 $30,677 - $33,636	-586 Reduced 8.5%	6,312 $345,000
Q3 2019 Nov 07, 2019	BUY	$52.18 - $60.68 $285,320 - $331,798	5,468 Added 382.38%	6,898 $395,000
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $166,877 - $204,184	-3,846 Reduced 72.9%	1,430 $72,000
Q4 2018 Jan 23, 2019	BUY	$41.08 - $60.65 $27,852 - $41,120	678 Added 14.75%	5,276 $233,000
Q3 2018 Oct 25, 2018	SELL	$52.86 - $59.54 $51,802 - $58,349	-980 Reduced 17.57%	4,598 $0
Q2 2018 Aug 07, 2018	SELL	$52.58 - $61.46 $548,724 - $641,396	-10,436 Reduced 65.17%	5,578 $0
Q1 2018 Jun 03, 2019	SELL	$57.76 - $75.04 $33,731 - $43,823	-584 Reduced 3.52%	16,014 $1.13 Million
Q1 2018 May 09, 2018	BUY	$57.76 - $75.04 $33,731 - $43,823	584 Added 3.65%	16,598 $0
Q4 2017 Jan 24, 2018	SELL	$64.92 - $71.76 $83,681 - $92,498	-1,289 Reduced 7.45%	16,014 $0
Q3 2017 Oct 30, 2017	SELL	$59.92 - $67.04 $89,460 - $100,090	-1,493 Reduced 7.94%	17,303 $1.11 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-632 Reduced 3.25%	18,796 $1.2 Million
Q1 2017 Jun 03, 2019	BUY	N/A	868 Added 4.68%	19,428 $1.23 Million
Q4 2016 Jun 03, 2019	BUY	N/A	10,571 Added 132.32%	18,560 $1.07 Million
Q2 2016 Jun 03, 2019	BUY	N/A	6,559 Added 458.67%	7,989 $328,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,430	1,430 $72,000

Others Institutions Holding PFG

# of Institutions

842

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $20.5B
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...

More about PFG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account