Principle Wealth Partners LLC Ishares Tr Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 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 $392,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,535
Previous 6,535 -0.0%
Holding current value
$392,230
Previous $397,000 7.05%
% 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
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

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