Principal Financial Group Inc Ishares Tr Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$95.53 - $108.96 $510,798 - $582,609	-5,347 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$100.96 - $110.33 $10,600 - $11,584	-105 Reduced 1.93%	5,347 $557,000
Q2 2021 Aug 10, 2021	BUY	$102.24 - $112.9 $19,834 - $21,902	194 Added 3.69%	5,452 $597,000
Q1 2021 May 10, 2021	BUY	$89.08 - $106.06 $356 - $424	4 Added 0.08%	5,258 $547,000
Q4 2020 Feb 08, 2021	BUY	$74.72 - $96.94 $199,726 - $259,120	2,673 Added 103.56%	5,254 $498,000
Q3 2020 Nov 06, 2020	SELL	$77.31 - $86.07 $40,201 - $44,756	-520 Reduced 16.77%	2,581 $204,000
Q2 2020 Aug 05, 2020	BUY	$67.92 - $96.92 $10,799 - $15,410	159 Added 5.4%	3,101 $511,000
Q1 2020 May 12, 2020	BUY	$58.76 - $119.9 $2,938 - $5,995	50 Added 1.73%	2,942 $423,000
Q4 2019 Feb 05, 2020	SELL	$107.34 - $116.85 $1,824 - $1,986	-17 Reduced 0.58%	2,892 $642,000
Q3 2019 Nov 13, 2019	BUY	$103.28 - $115.56 $9,914 - $11,093	96 Added 3.41%	2,909 $654,000
Q2 2019 Aug 12, 2019	BUY	$99.62 - $107.96 $14,544 - $15,762	146 Added 5.47%	2,813 $603,000
Q1 2019 May 10, 2019	BUY	$84.17 - $104.72 $17,254 - $21,467	205 Added 8.33%	2,667 $532,000
Q4 2018 Feb 14, 2019	BUY	$81.01 - $108.82 $199,446 - $267,914	2,462 New	2,462 $426,000

Others Institutions Holding ITA

# of Institutions

722

Shares Held

18.7M

Call Options Held

315K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$622 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$112 Million
0.02% of portfolio

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