Principle Wealth Partners LLC Ishares S&P Small Cap 600 Grow Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Principle Wealth Partners LLC holds 23,333 shares of IJT stock, worth $3.27 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

23,333

Previous 22,436 4.0%

Holding current value

$3.27 Million

Previous $3.13 Million 0.93%

% of portfolio

0.23%

Previous 0.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$134.53 - $150.65 $120,673 - $135,133	897 Added 4.0%	23,333 $3.16 Million
Q3 2024 Nov 13, 2024	BUY	$127.29 - $141.5 $761,194 - $846,170	5,980 Added 36.34%	22,436 $3.13 Million
Q2 2024 Aug 13, 2024	BUY	$121.57 - $132.2 $867,401 - $943,246	7,135 Added 76.55%	16,456 $2.11 Million
Q1 2024 Apr 23, 2024	BUY	$119.97 - $130.73 $75,701 - $82,490	631 Added 7.26%	9,321 $1.22 Million
Q4 2023 Feb 05, 2024	BUY	$103.08 - $127.26 $541,479 - $668,496	5,253 Added 152.84%	8,690 $1.09 Million
Q3 2023 Nov 01, 2023	SELL	$108.37 - $120.85 $25,141 - $28,037	-232 Reduced 6.32%	3,437 $376,000
Q2 2023 Jul 31, 2023	SELL	$104.35 - $114.93 $51,131 - $56,315	-490 Reduced 11.78%	3,669 $421,000
Q1 2023 May 10, 2023	SELL	$105.46 - $120.16 $30,477 - $34,726	-289 Reduced 6.5%	4,159 $457,000
Q3 2022 Nov 14, 2022	BUY	$100.74 - $123.41 $69,712 - $85,399	692 Added 18.42%	4,448 $452,000
Q2 2022 Aug 02, 2022	SELL	$101.11 - $126.58 $22,143 - $27,721	-219 Reduced 5.51%	3,756 $396,000
Q1 2022 May 12, 2022	SELL	$119.16 - $140.17 $55,886 - $65,739	-469 Reduced 10.55%	3,975 $497,000
Q4 2021 Feb 11, 2022	SELL	$130.52 - $143.62 $173,069 - $190,440	-1,326 Reduced 22.98%	4,444 $617,000
Q1 2021 May 18, 2021	BUY	$113.22 - $134.41 $3,170 - $3,763	28 Added 0.49%	5,770 $740,000
Q4 2020 Feb 16, 2021	BUY	$89.39 - $115.31 $513,277 - $662,110	5,742 New	5,742 $656,000
Q3 2020 Nov 16, 2020	SELL	$82.72 - $94.57 $20,018 - $22,885	-242 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$62.95 - $90.62 $15,233 - $21,930	242 New	242 $41,000

Others Institutions Holding IJT

# of Institutions

793

Shares Held

26.9M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

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.

Account

Principle Wealth Partners LLC Ishares S&P Small Cap 600 Grow Transaction History