Principle Wealth Partners LLC Ishares Tr Transaction History

Principle Wealth Partners LLC

  • $1.25 Billion
  • Q2 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,400 shares of IYR stock, worth $444,048. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,400
Previous 6,000 26.67%
Holding current value
$444,048
Previous $539,000 28.39%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$81.6 - $89.23 $130,559 - $142,768
-1,600 Reduced 26.67%
4,400 $386,000
Q1 2024

Apr 23, 2024
SELL
$85.32 - $92.22 $85,320 - $92,220
-1,000 Reduced 14.29%
6,000 $539,000
Q3 2023

Nov 01, 2023
BUY
$77.12 - $89.86 $539,840 - $629,020
7,000 New
7,000 $546,000

Others Institutions Holding IYR

# of Institutions
556
Shares Held
30.7M
Call Options Held
6.83M
Put Options Held
5.86M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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