MADE — ISHARES TR

Ownership history in PRINCIPAL SECURITIES, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (MADE). 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 251 +170 +209.9% 0.00% $7K $29.17
2025 Q2 INITIATED 81 — — 0.00% $2K $26.41
% of Fund (quarterly)    MADE price (monthly, adj. close)

Other funds also holding MADE

As of 2025 Q4 — sorted by position size

WealthBridge Capital Management, LLC 3Y 7Y 0.43% WealthCare Investment Partners, LLC 3Y 0.18% TFB Advisors LLC 3Y 0.1% HHM Wealth Advisors, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% BlackRock, Inc. 0.0% Arax Advisory Partners 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0%
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