Institute For Wealth Management, Llc. Principal Financial Group Inc Transaction History

Institute For Wealth Management, Llc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 21, 2021	SELL	$59.74 - $66.87 $220,141 - $246,415	-3,685 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$48.31 - $61.55 $71,595 - $91,217	-1,482 Reduced 28.68%	3,685 $221,000
Q4 2020 Feb 01, 2021	SELL	$38.25 - $52.6 $27,195 - $37,398	-711 Reduced 12.1%	5,167 $256,000
Q3 2020 Nov 03, 2020	SELL	$37.79 - $46.18 $61,597 - $75,273	-1,630 Reduced 21.71%	5,878 $237,000
Q2 2020 Jul 30, 2020	SELL	$26.41 - $48.72 $12,597 - $23,239	-477 Reduced 5.97%	7,508 $312,000
Q1 2020 Apr 29, 2020	SELL	$24.16 - $57.08 $41,869 - $98,919	-1,733 Reduced 17.83%	7,985 $250,000
Q4 2019 Feb 27, 2020	BUY	$52.35 - $57.4 $480,730 - $527,104	9,183 Added 1716.45%	9,718 $535,000
Q4 2019 Jan 27, 2020	SELL	$52.35 - $57.4 $528,211 - $579,166	-10,090 Reduced 94.96%	535 $535,000
Q3 2019 Oct 28, 2019	SELL	$52.18 - $60.68 $85,418 - $99,333	-1,637 Reduced 13.35%	10,625 $607,000
Q2 2019 Aug 02, 2019	BUY	$51.57 - $57.92 $427,412 - $480,040	8,288 Added 208.56%	12,262 $710,000
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $558,429 - $683,268	-12,870 Reduced 76.41%	3,974 $200,000
Q4 2018 Feb 08, 2019	BUY	$41.08 - $60.65 $691,951 - $1.02 Million	16,844 New	16,844 $738,000

836

159M

177K

119K

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...

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