PRINCIPAL SECURITIES, INC. IVV Holdings History
PRINCIPAL SECURITIES, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 140,577.00 shares of iShares Core S&P 500 ETF(IVV), totaling $82.75 Mil. This investment constitutes 1.85% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 3 purchases of IVV, at an average price of $469.74, for a total of 202,988.00 shares. In addition, there have been 2 sales at an average price of $577.94 for 62,411.00 shares. Based on historical transaction data and IVV's current price of $629.75, PRINCIPAL SECURITIES, INC.'s estimated gain on his IVV holdings is $29.25 Mil, reflecting a 30.67% gain to date.
PRINCIPAL SECURITIES, INC. IVV ($629.75) Holding Chart
PRINCIPAL SECURITIES, INC. IVV ($629.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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