Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (ESGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,538 | +20 | +1.3% | 0.00% | $143K | $91.25 |
| 2025 Q2 | REDUCED | 1,518 | -1,015 | -40.1% | 0.00% | $135K | $87.56 |
| 2025 Q1 | UNCHANGED | 2,533 | — | 0% | 0.00% | $193K | $78.70 |
| 2024 Q4 | REDUCED | 2,533 | -196 | -7.2% | 0.00% | $193K | $73.35 |
| 2024 Q3 | ADDED | 2,729 | +61 | +2.3% | 0.01% | $230K | $80.06 |
| 2024 Q2 | ADDED | 2,668 | +374 | +16.3% | 0.01% | $210K | $74.93 |
| 2024 Q1 | ADDED | 2,294 | +186 | +8.8% | 0.01% | $183K | $74.65 |
| 2023 Q4 | INITIATED | 2,108 | — | — | 0.01% | $159K | — |
As of 2025 Q4 — sorted by position size