A detailed history of Principle Wealth Partners LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Principle Wealth Partners LLC holds 103,220 shares of IGV stock, worth $9.13 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
103,220
Previous 96,335 7.15%
Holding current value
$9.13 Million
Previous $8.21 Million 9.19%
% of portfolio
0.72%
Previous 0.68%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$77.36 - $86.9 $532,623 - $598,306
6,885 Added 7.15%
103,220 $8.97 Million
Q1 2024

Apr 23, 2024

BUY
$83.56 - $442.01 $6.4 Million - $33.8 Million
76,566 Added 387.3%
96,335 $8.21 Million
Q4 2023

Feb 05, 2024

BUY
$329.19 - $408.79 $826,925 - $1.03 Million
2,512 Added 14.56%
19,769 $8.02 Million
Q3 2023

Nov 01, 2023

SELL
$334.35 - $367.01 $28,419 - $31,195
-85 Reduced 0.49%
17,257 $5.89 Million
Q2 2023

Jul 31, 2023

BUY
$287.57 - $349.4 $3.59 Million - $4.36 Million
12,467 Added 255.73%
17,342 $6 Million
Q1 2023

May 10, 2023

BUY
$249.85 - $304.7 $1.22 Million - $1.49 Million
4,875 New
4,875 $1.49 Million

Others Institutions Holding IGV

About ISHARES EXPANDED TECH-SOFTWARE


  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.