Principal Financial Group Inc Principal Exchange Traded Fds 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
Q3 2024 Oct 31, 2024	BUY	$18.89 - $19.62 $517,000 - $536,979	27,369 Added 1.18%	2,342,546 $45.7 Million
Q2 2024 Jul 29, 2024	BUY	$18.74 - $19.15 $676,963 - $691,774	36,124 Added 1.59%	2,315,177 $44.1 Million
Q1 2024 Apr 29, 2024	BUY	$18.75 - $19.2 $480,806 - $492,345	25,643 Added 1.14%	2,279,053 $43.7 Million
Q4 2023 Feb 07, 2024	BUY	$17.66 - $19.07 $1.01 Million - $1.1 Million	57,452 Added 2.62%	2,253,410 $42.5 Million
Q3 2023 Nov 02, 2023	BUY	$18.0 - $18.49 $7,578 - $7,784	421 Added 0.02%	2,195,958 $39.6 Million
Q2 2023 Aug 07, 2023	BUY	$18.08 - $18.44 $361 - $368	20 Added 0.0%	2,195,537 $40.3 Million
Q1 2023 May 09, 2023	SELL	$17.85 - $18.59 $15.2 Million - $15.8 Million	-849,974 Reduced 27.91%	2,195,517 $40.2 Million
Q4 2022 Feb 09, 2023	BUY	$17.34 - $18.43 $22,385 - $23,793	1,291 Added 0.04%	3,045,491 $54.4 Million
Q3 2022 Nov 09, 2022	SELL	$17.3 - $18.84 $112 Million - $122 Million	-6,450,000 Reduced 67.94%	3,044,200 $52.8 Million
Q4 2021 Feb 09, 2022	BUY	$20.58 - $21.01 $195 Million - $199 Million	9,494,200 New	9,494,200 $198 Million
Q1 2018 May 14, 2018	SELL	N/A	-6,597,100 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	50,000 Added 0.76%	6,597,100 $272 Million
Q3 2017 Nov 02, 2017	BUY	N/A	6,547,100	6,547,100 $275 Million

Others Institutions Holding YLD

# of Institutions

51

Shares Held

7.44M

Call Options Held

0

Put Options Held

0

Strategic Planning Group, LLC Bountiful, UT

999K
Shares

$19.4 Million
3.85% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

864K
Shares

$16.8 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

732K
Shares

$14.2 Million
0.35% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

613K
Shares

$11.9 Million
0.4% of portfolio
Jpmorgan Chase & CO New York, NY

610K
Shares

$11.8 Million
0.0% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Principal Financial Group Inc with notifications on news.