Principal Financial Group Inc Invesco S&P 500 Equal Weight E Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$159.21 - $168.37 $21,015 - $22,224	132 Added 2.2%	6,133 $1.01 Million
Q2 2022 Aug 10, 2022	SELL	$130.84 - $158.96 $56,261 - $68,352	-430 Reduced 6.69%	6,001 $806,000
Q1 2022 May 09, 2022	BUY	$148.26 - $164.2 $953,460 - $1.06 Million	6,431 New	6,431 $1.01 Million
Q4 2021 Feb 09, 2022	SELL	$150.88 - $163.01 $5.57 Million - $6.02 Million	-36,949 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$146.61 - $157.39 $315,211 - $338,388	2,150 Added 6.18%	36,949 $5.54 Million
Q2 2021 Aug 10, 2021	BUY	$143.08 - $152.26 $403,771 - $429,677	2,822 Added 8.83%	34,799 $5.25 Million
Q1 2021 May 10, 2021	BUY	$125.7 - $142.8 $212,307 - $241,189	1,689 Added 5.58%	31,977 $4.53 Million
Q4 2020 Feb 08, 2021	BUY	$106.78 - $127.54 $455,843 - $544,468	4,269 Added 16.41%	30,288 $3.86 Million
Q3 2020 Nov 06, 2020	BUY	$100.38 - $113.96 $2.61 Million - $2.97 Million	26,019 New	26,019 $2.81 Million

Others Institutions Holding RSP

# of Institutions

1,873

Shares Held

235M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.96 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.07 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.49 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.42 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

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