Independent Advisor Alliance Principal Financial Group Inc Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in Principal Financial Group Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 3,831 shares of PFG stock, worth $296,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,831
Previous 9,025 57.55%
Holding current value
$296,481
Previous $708,000 53.53%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$72.94 - $87.46 $378,850 - $454,267
-5,194 Reduced 57.55%
3,831 $329,000
Q2 2024

Aug 12, 2024
BUY
$76.66 - $86.01 $203,608 - $228,442
2,656 Added 41.7%
9,025 $708,000
Q1 2024

May 08, 2024
BUY
$77.2 - $86.31 $95,650 - $106,938
1,239 Added 24.15%
6,369 $549,000
Q4 2023

Feb 08, 2024
BUY
$66.88 - $79.58 $35,045 - $41,699
524 Added 11.38%
5,130 $403,000
Q3 2023

Oct 24, 2023
SELL
$72.0 - $84.1 $2,232 - $2,607
-31 Reduced 0.67%
4,606 $331,000
Q2 2023

Jul 28, 2023
BUY
$65.46 - $77.11 $5,433 - $6,400
83 Added 1.82%
4,637 $351,000
Q1 2023

May 12, 2023
BUY
$69.69 - $93.39 $317,368 - $425,298
4,554 New
4,554 $338,000
Q3 2022

Nov 04, 2022
SELL
$61.13 - $79.78 $21,150 - $27,603
-346 Reduced 7.82%
4,076 $294,000
Q2 2022

Aug 04, 2022
SELL
$62.84 - $76.21 $69,061 - $83,754
-1,099 Reduced 19.91%
4,422 $295,000
Q1 2022

May 06, 2022
SELL
$64.37 - $78.95 $313,353 - $384,328
-4,868 Reduced 46.86%
5,521 $405,000
Q4 2021

Feb 11, 2022
BUY
$65.12 - $73.93 $109,857 - $124,719
1,687 Added 19.39%
10,389 $751,000
Q3 2021

Nov 01, 2021
BUY
$59.2 - $68.12 $27,172 - $31,267
459 Added 5.57%
8,702 $560,000
Q2 2021

Aug 12, 2021
SELL
$59.74 - $66.87 $6,750 - $7,556
-113 Reduced 1.35%
8,243 $521,000
Q1 2021

May 14, 2021
BUY
$48.31 - $61.55 $11,207 - $14,279
232 Added 2.86%
8,356 $501,000
Q4 2020

Feb 11, 2021
BUY
$38.25 - $52.6 $310,743 - $427,322
8,124 New
8,124 $403,000
Q4 2018

Feb 12, 2019
SELL
$41.08 - $60.65 $293,968 - $434,011
-7,156 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
$52.86 - $59.54 $37,742 - $42,511
-714 Reduced 9.07%
7,156 $300,000
Q2 2018

Aug 08, 2018
BUY
$52.58 - $61.46 $87,861 - $102,699
1,671 Added 26.96%
7,870 $289,000
Q1 2018

May 15, 2018
BUY
$57.76 - $75.04 $5,140 - $6,678
89 Added 1.46%
6,199 $368,000
Q4 2017

Feb 14, 2018
BUY
$64.92 - $71.76 $3,375 - $3,731
52 Added 0.86%
6,110 $441,000
Q3 2017

Nov 15, 2017
SELL
$59.92 - $67.04 $26,724 - $29,899
-446 Reduced 6.86%
6,058 $403,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,504
6,504 $425,000

Others Institutions Holding PFG

# of Institutions
836
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.3B
  • 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
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