Western Wealth Management, LLC Principal Fds Principal Invt G Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Principal Fds Principal Invt G stock. As of the latest transaction made, Western Wealth Management, LLC holds 140,147 shares of IG stock, worth $2.89 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

140,147

Previous 158,773 11.73%

Holding current value

$2.89 Million

Previous $3.4 Million 16.1%

% of portfolio

0.89%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$20.34 - $21.41 $378,852 - $398,782	-18,626 Reduced 11.73%	140,147 $2.85 Million
Q3 2024 Nov 12, 2024	BUY	$20.27 - $21.55 $3.22 Million - $3.42 Million	158,773 New	158,773 $3.4 Million
Q4 2023 Jan 31, 2024	BUY	$19.05 - $21.08 $776,268 - $858,988	40,749 Added 27.49%	188,973 $3.97 Million
Q3 2023 Nov 07, 2023	BUY	$19.66 - $20.63 $342,614 - $359,519	17,427 Added 13.32%	148,224 $2.92 Million
Q2 2023 Aug 30, 2023	BUY	$20.29 - $21.13 $741,112 - $771,794	36,526 Added 38.75%	130,797 $2.69 Million
Q1 2023 Aug 30, 2023	BUY	$20.45 - $21.55 $1.93 Million - $2.03 Million	94,271 New	94,271 $1.98 Million

Others Institutions Holding IG

# of Institutions

Shares Held

6.07M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL FDS PRINCIPAL INVT G

Ticker IG
Sector ETFs
Industry ETFs

More about IG

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Western Wealth Management, LLC Principal Fds Principal Invt G Transaction History