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 5,100 shares of IYR stock, worth $492,660. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,100
Previous 4,400 15.91%
Holding current value
$492,660
Previous $421,000 14.73%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$84.48 - $96.25 $59,136 - $67,375
700 Added 15.91%
5,100 $483,000
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
579
Shares Held
49.4M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

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