A detailed history of Principal Securities, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Principal Securities, Inc. holds 1,468 shares of IYR stock, worth $137,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,468
Previous 675 117.48%
Holding current value
$137,404
Previous $59.2 Million 152.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$86.93 - $103.61 $68,935 - $82,162
793 Added 117.48%
1,468 $150 Million
Q2 2024

Jul 31, 2024

BUY
$81.6 - $89.23 $19,992 - $21,861
245 Added 56.98%
675 $59.2 Million
Q1 2024

May 10, 2024

SELL
$85.32 - $92.22 $24,145 - $26,098
-283 Reduced 39.69%
430 $38.7 Million
Q4 2023

Feb 07, 2024

BUY
$73.28 - $92.46 $52,248 - $65,923
713 New
713 $65.2 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. 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 Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.