Principal Securities, Inc. Ishares S&P 500 Value ETF Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Principal Securities, Inc. holds 124,400 shares of IVE stock, worth $24.7 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

124,400

Previous 143,556 13.34%

Holding current value

$24.7 Million

Previous $27.4 Billion 11.28%

% of portfolio

0.46%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	SELL	$168.34 - $195.42 $3.22 Million - $3.74 Million	-19,156 Reduced 13.34%	124,400 $24.3 Billion
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $19,321 - $20,652	104 Added 0.07%	143,556 $27.4 Billion
Q4 2024 Jan 30, 2025	BUY	$189.5 - $206.17 $3.12 Million - $3.39 Million	16,448 Added 12.95%	143,452 $27.4 Billion
Q3 2024 Oct 28, 2024	BUY	$181.06 - $197.17 $1.37 Million - $1.49 Million	7,554 Added 6.32%	127,004 $25 Billion
Q2 2024 Jul 31, 2024	BUY	$176.58 - $186.7 $52,091 - $55,076	295 Added 0.25%	119,450 $21.7 Billion
Q1 2024 May 10, 2024	BUY	$171.09 - $186.81 $25,492 - $27,834	149 Added 0.13%	119,155 $22.3 Billion
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $17.6 Million - $20.7 Million	119,006 New	119,006 $20.7 Billion

Others Institutions Holding IVE

# of Institutions

1,703

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Principal Securities, Inc. Ishares S&P 500 Value ETF Transaction History