Principle Wealth Partners LLC Ishares Tr Transaction History

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 6,535 shares of IYH stock, worth $356,092. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,535
Previous 7,535 13.27%
Holding current value
$356,092
Previous $439,000 9.57%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$58.32 - $62.76 $58,320 - $62,760
-1,000 Reduced 13.27%
6,535 $397,000
Q1 2024

Apr 23, 2024
BUY
$60.83 - $309.78 $366,683 - $1.87 Million
6,028 Added 400.0%
7,535 $466,000
Q4 2023

Feb 05, 2024
BUY
$257.23 - $286.28 $51,446 - $57,255
200 Added 15.3%
1,507 $431,000
Q3 2022

Nov 14, 2022
SELL
$50.54 - $281.89 $1,667 - $9,302
-33 Reduced 2.46%
1,307 $331,000
Q4 2021

Feb 11, 2022
SELL
$271.82 - $301.88 $76,109 - $84,526
-280 Reduced 17.28%
1,340 $402,000
Q4 2020

Feb 16, 2021
BUY
$219.61 - $245.91 $157,679 - $176,563
718 Added 79.6%
1,620 $398,000
Q2 2020

Aug 14, 2020
BUY
$180.66 - $222.47 $162,955 - $200,667
902 New
902 $195,000

Others Institutions Holding IYH

# of Institutions
557
Shares Held
24.2M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email