A detailed history of Iron Horse Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 3,599 shares of PFG stock, worth $278,526. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,599
Previous 3,599 -0.0%
Holding current value
$278,526
Previous $282,000 9.57%
% of portfolio
0.11%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$77.2 - $86.31 $2,316 - $2,589
-30 Reduced 0.83%
3,599 $310,000
Q2 2023

Aug 01, 2023

SELL
$65.46 - $77.11 $16,364 - $19,277
-250 Reduced 6.44%
3,629 $275,000
Q4 2022

Jan 19, 2023

BUY
$75.39 - $95.0 $196,089 - $247,095
2,601 Added 203.52%
3,879 $326,000
Q3 2022

Oct 12, 2022

SELL
$61.13 - $79.78 $163,583 - $213,491
-2,676 Reduced 67.68%
1,278 $92,000
Q2 2022

Aug 04, 2022

BUY
$62.84 - $76.21 $12,568 - $15,241
200 Added 5.33%
3,954 $264,000
Q1 2022

Apr 11, 2022

BUY
$64.37 - $78.95 $6,437 - $7,895
100 Added 2.74%
3,754 $276,000
Q2 2021

Jul 23, 2021

BUY
$59.74 - $66.87 $5,974 - $6,687
100 Added 2.81%
3,654 $231,000
Q4 2020

Jan 14, 2021

BUY
$38.25 - $52.6 $135,940 - $186,940
3,554 New
3,554 $176,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • 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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