Principle Wealth Partners LLC Ishares Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$18.32 - $21.36 $5,954 - $6,942	325 Added 1.71%	19,279 $381,000
Q4 2022 Feb 02, 2023	SELL	$17.54 - $21.27 $46,481 - $56,365	-2,650 Reduced 12.27%	18,954 $376,000
Q3 2022 Nov 14, 2022	SELL	$18.81 - $23.61 $77,121 - $96,801	-4,100 Reduced 15.95%	21,604 $412,000
Q2 2022 Aug 02, 2022	SELL	$16.82 - $22.08 $6,963 - $9,141	-414 Reduced 1.59%	25,704 $490,000
Q1 2022 May 12, 2022	SELL	$17.57 - $21.52 $126,345 - $154,750	-7,191 Reduced 21.59%	26,118 $562,000
Q4 2021 Feb 11, 2022	SELL	$20.44 - $25.79 $130,713 - $164,927	-6,395 Reduced 16.11%	33,309 $705,000
Q3 2021 Nov 16, 2021	BUY	$21.65 - $23.79 $202,644 - $222,674	9,360 Added 30.85%	39,704 $860,000
Q2 2021 Aug 13, 2021	BUY	$20.71 - $24.62 $329,703 - $391,950	15,920 Added 110.37%	30,344 $712,000
Q1 2021 May 18, 2021	BUY	$22.27 - $33.41 $151,703 - $227,588	6,812 Added 89.49%	14,424 $351,000
Q4 2020 Feb 16, 2021	BUY	$19.08 - $28.29 $145,236 - $215,343	7,612 New	7,612 $215,000

Others Institutions Holding ICLN

# of Institutions

560

Shares Held

45.7M

Call Options Held

4.51M

Put Options Held

5.26M

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