Principal Financial Group Inc Vanguard Russell 1000 Growth E Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	SELL	$81.38 - $94.58 $675,454 - $785,014	-8,300 Reduced 12.88%	56,126 $5.27 Million
Q3 2023 Nov 02, 2023	SELL	$67.86 - $73.4 $529,308 - $572,520	-7,800 Reduced 10.8%	64,426 $4.41 Million
Q2 2023 Aug 07, 2023	SELL	$61.54 - $70.76 $184,620 - $212,280	-3,000 Reduced 3.99%	72,226 $5.11 Million
Q1 2023 May 09, 2023	SELL	$54.03 - $62.89 $167,493 - $194,959	-3,100 Reduced 3.96%	75,226 $4.73 Million
Q4 2022 Feb 09, 2023	BUY	$53.17 - $59.88 $297,752 - $335,328	5,600 Added 7.7%	78,326 $4.32 Million
Q3 2022 Nov 09, 2022	SELL	$54.21 - $66.18 $178,893 - $218,394	-3,300 Reduced 4.34%	72,726 $3.94 Million
Q2 2022 Aug 10, 2022	BUY	$54.1 - $72.84 $649,200 - $874,080	12,000 Added 18.74%	76,026 $4.28 Million
Q1 2022 May 09, 2022	BUY	$63.45 - $79.12 $4.06 Million - $5.07 Million	64,026 New	64,026 $4.57 Million
Q4 2021 Feb 09, 2022	SELL	$69.67 - $79.55 $294,495 - $336,257	-4,227 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$69.93 - $75.23 $24,545 - $26,405	351 Added 9.06%	4,227 $298,000
Q2 2021 Aug 10, 2021	BUY	$62.94 - $69.93 $243,955 - $271,048	3,876 New	3,876 $0

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.17 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.09 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$653 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$543 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$489 Million
1.35% of portfolio

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