Insight Wealth Partners, LLC Principal Fds Principal Invt G Transaction History

Insight Wealth Partners, LLC

$592 Million
Q1 2025

A detailed history of Insight Wealth Partners, LLC transactions in Principal Fds Principal Invt G stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 173,087 shares of IG stock, worth $3.58 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

173,087

Previous 158,301 9.34%

Holding current value

$3.58 Million

Previous $3.22 Million 11.12%

% of portfolio

0.6%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$20.07 - $20.84 $296,755 - $308,140	14,786 Added 9.34%	173,087 $3.58 Million
Q4 2024 Feb 14, 2025	BUY	$20.34 - $21.41 $142,685 - $150,191	7,015 Added 4.64%	158,301 $3.22 Million
Q3 2024 Nov 13, 2024	BUY	$20.27 - $21.55 $1.3 Million - $1.39 Million	64,275 Added 73.87%	151,286 $3.24 Million
Q2 2024 Jul 18, 2024	BUY	$19.96 - $20.64 $96,506 - $99,794	4,835 Added 5.88%	87,011 $1.78 Million
Q1 2024 May 10, 2024	BUY	$20.42 - $20.96 $332,682 - $341,480	16,292 Added 24.73%	82,176 $1.7 Million
Q4 2023 Feb 13, 2024	BUY	$19.05 - $21.08 $184,175 - $203,801	9,668 Added 17.2%	65,884 $1.38 Million
Q3 2023 Oct 30, 2023	BUY	$19.66 - $20.63 $259,276 - $272,068	13,188 Added 30.65%	56,216 $1.11 Million
Q2 2023 Aug 11, 2023	BUY	$20.29 - $21.13 $47,904 - $49,887	2,361 Added 5.81%	43,028 $885,000
Q1 2023 May 12, 2023	BUY	$20.45 - $21.55 $149,305 - $157,336	7,301 Added 21.88%	40,667 $853,000
Q4 2022 Jan 31, 2023	BUY	$19.9 - $21.28 $294,918 - $315,369	14,820 Added 79.91%	33,366 $681,000
Q3 2022 Dec 01, 2022	SELL	$20.34 - $22.67 $626,044 - $697,759	-30,779 Reduced 62.4%	18,546 $380,000
Q2 2022 Jul 13, 2022	SELL	$21.45 - $24.14 $10,017 - $11,273	-467 Reduced 0.94%	49,325 $1.08 Million
Q1 2022 May 02, 2022	BUY	$23.64 - $26.11 $1.18 Million - $1.3 Million	49,792 New	49,792 $1.2 Million

Others Institutions Holding IG

# of Institutions

Shares Held

6.04M

Call Options Held

Put Options Held

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About PRINCIPAL FDS PRINCIPAL INVT G

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Insight Wealth Partners, LLC Principal Fds Principal Invt G Transaction History