A detailed history of Principle Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,535 shares of IYH stock, worth $450,894. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,535
Previous 7,535 -0.0%
Holding current value
$450,894
Previous $461,000 6.07%
% of portfolio
0.04%
Previous 0.04%

Shares

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

About ISHARES TR


  • 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.