Cambridge Investment Research Advisors, Inc. Principal Exchange Traded Fds Transaction History

Cambridge Investment Research Advisors, Inc.

$27.1 Billion
Q2 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	SELL	$17.34 - $18.43 $92,075 - $97,863	-5,310 Reduced 20.27%	20,888 $373,000
Q3 2022 Oct 17, 2022	SELL	$17.3 - $18.84 $181,009 - $197,122	-10,463 Reduced 28.54%	26,198 $0
Q2 2022 Jul 13, 2022	SELL	$17.75 - $19.87 $313,855 - $351,341	-17,682 Reduced 32.54%	36,661 $0
Q1 2022 May 12, 2022	SELL	$19.56 - $20.81 $528 - $561	-27 Reduced 0.05%	54,343 $0
Q4 2021 Feb 03, 2022	BUY	$20.58 - $21.01 $1.12 Million - $1.14 Million	54,370 New	54,370 $0
Q3 2021 Nov 02, 2021	SELL	$20.65 - $21.08 $107,999 - $110,248	-5,230 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$20.4 - $20.89 $27,397 - $28,055	-1,343 Reduced 20.43%	5,230 $0
Q1 2021 May 07, 2021	SELL	$19.78 - $20.4 $49,014 - $50,551	-2,478 Reduced 27.38%	6,573 $0
Q4 2020 Feb 04, 2021	SELL	$18.69 - $19.85 $101,355 - $107,646	-5,423 Reduced 37.47%	9,051 $0
Q3 2020 Oct 29, 2020	SELL	$18.04 - $19.25 $157,200 - $167,744	-8,714 Reduced 37.58%	14,474 $0
Q2 2020 Jul 27, 2020	SELL	$15.85 - $18.63 $164,982 - $193,919	-10,409 Reduced 30.98%	23,188 $0
Q1 2020 May 08, 2020	BUY	$14.66 - $20.62 $309,560 - $435,411	21,116 Added 169.19%	33,597 $0
Q4 2019 Feb 04, 2020	BUY	$19.83 - $20.57 $99,130 - $102,829	4,999 Added 66.81%	12,481 $0
Q3 2019 Nov 06, 2019	BUY	$19.99 - $20.15 $149,565 - $150,762	7,482 New	7,482 $0

Others Institutions Holding YLD

# of Institutions

Shares Held

8.93M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.32M
Shares

$44.9 Million
0.03% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

839K
Shares

$16.3 Million
1.26% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

786K
Shares

$15.2 Million
1.49% of portfolio
Strategic Planning Group, LLC Bountiful, UT

665K
Shares

$12.9 Million
2.77% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

569K
Shares

$11 Million
1.78% of portfolio

View Full List

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