Insight Wealth Partners, LLC Principal Fds Principal Invt G Transaction History

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Principal Fds Principal Invt G stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 151,286 shares of IG stock, worth $3.1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
151,286
Previous 87,011 73.87%
Holding current value
$3.1 Million
Previous $1.78 Million 81.85%
% of portfolio
0.65%
Previous 0.31%

Shares

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

Nov 13, 2024
BUY
$20.27 - $21.55 $1.3 Million - $1.39 Million
64,275 Added 73.87%
151,286 $3.24 Million
Q2 2024

Jul 18, 2024
BUY
$19.96 - $20.64 $96,506 - $99,794
4,835 Added 5.88%
87,011 $1.78 Million
Q1 2024

May 10, 2024
BUY
$20.42 - $20.96 $332,682 - $341,480
16,292 Added 24.73%
82,176 $1.7 Million
Q4 2023

Feb 13, 2024
BUY
$19.05 - $21.08 $184,175 - $203,801
9,668 Added 17.2%
65,884 $1.38 Million
Q3 2023

Oct 30, 2023
BUY
$19.66 - $20.63 $259,276 - $272,068
13,188 Added 30.65%
56,216 $1.11 Million
Q2 2023

Aug 11, 2023
BUY
$20.29 - $21.13 $47,904 - $49,887
2,361 Added 5.81%
43,028 $885,000
Q1 2023

May 12, 2023
BUY
$20.45 - $21.55 $149,305 - $157,336
7,301 Added 21.88%
40,667 $853,000
Q4 2022

Jan 31, 2023
BUY
$19.9 - $21.28 $294,918 - $315,369
14,820 Added 79.91%
33,366 $681,000
Q3 2022

Dec 01, 2022
SELL
$20.34 - $22.67 $626,044 - $697,759
-30,779 Reduced 62.4%
18,546 $380,000
Q2 2022

Jul 13, 2022
SELL
$21.45 - $24.14 $10,017 - $11,273
-467 Reduced 0.94%
49,325 $1.08 Million
Q1 2022

May 02, 2022
BUY
$23.64 - $26.11 $1.18 Million - $1.3 Million
49,792 New
49,792 $1.2 Million

Others Institutions Holding IG

# of Institutions
24
Shares Held
5.21M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL FDS PRINCIPAL INVT G

IG Quotes by TradingView
  • Ticker IG
  • Sector ETFs
  • Industry ETFs
More about IG
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