Principle Wealth Partners LLC Ishares Global Information Tec Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$39.38 - $47.07 $8,466 - $10,120	-215 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$28.79 - $39.26 $6,189 - $8,440	215 New	215 $51,000

Others Institutions Holding IXN

# of Institutions

476

Shares Held

32.6M

Call Options Held

5.7K

Put Options Held

600

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.93M
Shares

$422 Million
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

2.78M
Shares

$238 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.33M
Shares

$199 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$159 Million
2.31% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$122 Million
2.4% of portfolio

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