ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,267 Value ($000) $5,639 Avg Close Range
Q3 2025
Shares 26,337 Value ($000) $5,511 Avg Close Range
Q2 2025
Shares 26,332 Value ($000) $4,967 Avg Close Range
Q1 2025
Shares 27,330 Value ($000) $4,184 Avg Close Range
Q4 2024
Shares 27,662 Value ($000) $4,021 Avg Close Range
Q3 2024
Shares 27,609 Value ($000) $4,131 Avg Close Range
Q2 2024
Shares 27,607 Value ($000) $3,646 Avg Close Range
Q1 2024
Shares 25,354 Value ($000) $3,345 Avg Close Range
Q4 2023
Shares 25,032 Value ($000) $3,169 Avg Close Range
Q3 2023
Shares 16,757 Value ($000) $1,776 Avg Close Range
Q2 2023
Shares 15,657 Value ($000) $1,827 Avg Close Range
Q1 2023
Shares 15,456 Value ($000) $1,779 Avg Close Range
Q4 2022
Shares 14,654 Value ($000) $1,639 Avg Close Range
Q3 2022
Shares 14,653 Value ($000) $1,336 Avg Close Range
Q2 2022
Shares 14,400 Value ($000) $1,428 Avg Close Range
Q1 2022
Shares 13,192 Value ($000) $1,462 Avg Close Range
Q4 2021
Shares 12,441 Value ($000) $1,279 Avg Close Range
Q3 2021
Shares 13,940 Value ($000) $1,453 Avg Close Range
Q2 2021
Shares 15,139 Value ($000) $1,658 Avg Close Range
Q1 2021
Shares 15,240 Value ($000) $1,587 Avg Close Range
Q4 2020
Shares 15,638 Value ($000) $1,481 Avg Close Range
Q3 2020
Shares 7,767 Value ($000) $1,230 Avg Close Range
Q2 2020
Shares 8,017 Value ($000) $1,320 Avg Close Range
Q1 2020
Shares 7,849 Value ($000) $1,129 Avg Close Range
Q4 2019
Shares 1,760 Value ($000) $391 Avg Close Range
Q3 2019
Shares 1,760 Value ($000) $395 Avg Close Range