Principle Wealth Partners LLC Ishares Expanded Tech Software Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Principle Wealth Partners LLC holds 92,884 shares of IGV stock, worth $9.06 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

92,884

Previous 96,095 3.34%

Holding current value

$9.06 Million

Previous $8.59 Million 8.28%

% of portfolio

0.69%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$87.5 - $110.17 $280,962 - $353,755	-3,211 Reduced 3.34%	92,884 $9.3 Million
Q3 2024 Nov 13, 2024	SELL	$77.94 - $89.37 $555,322 - $636,761	-7,125 Reduced 6.9%	96,095 $8.59 Million
Q2 2024 Aug 13, 2024	BUY	$77.36 - $86.9 $532,623 - $598,306	6,885 Added 7.15%	103,220 $8.97 Million
Q1 2024 Apr 23, 2024	BUY	$83.56 - $442.01 $6.4 Million - $33.8 Million	76,566 Added 387.3%	96,335 $8.21 Million
Q4 2023 Feb 05, 2024	BUY	$329.19 - $408.79 $826,925 - $1.03 Million	2,512 Added 14.56%	19,769 $8.02 Million
Q3 2023 Nov 01, 2023	SELL	$334.35 - $367.01 $28,419 - $31,195	-85 Reduced 0.49%	17,257 $5.89 Million
Q2 2023 Jul 31, 2023	BUY	$287.57 - $349.4 $3.59 Million - $4.36 Million	12,467 Added 255.73%	17,342 $6 Million
Q1 2023 May 10, 2023	BUY	$249.85 - $304.7 $1.22 Million - $1.49 Million	4,875 New	4,875 $1.49 Million

Others Institutions Holding IGV

# of Institutions

701

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

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About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Principle Wealth Partners LLC Ishares Expanded Tech Software Transaction History