Latest Institutional Transactions on Principal Exchange Traded Fds (YLD)
This table provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809+ 1.16% |
$15.5K - $15.9K
|
70.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.9KNew |
$208K - $213K
|
10.9K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
622KNew |
$11.9M - $12.2M
|
622K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$6K - $6.14K
|
313
$6.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
285+ 15.31% |
$5.46K - $5.59K
|
2.15K
$41.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.41K+ 65.65% |
$84.4K - $86.4K
|
11.1K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13KNew |
$40.8K - $41.7K
|
2.13K
$41.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.53MNew |
$48.5M - $49.6M
|
2.53M
$48.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
988+ 16.49% |
$18.9K - $19.4K
|
6.98K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.72K- 26.29% |
$90.4K - $92.5K
|
13.2K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-2.31K- 0.48% |
$44.2K - $45.2K
|
479K
$9.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117K+ 16.04% |
$2.25M - $2.3M
|
849K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$195K - $200K
|
10.2K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
669+ 1.79% |
$12.8K - $13.1K
|
38.1K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27.3K+ 67.99% |
$524K - $536K
|
67.6K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-778- 0.3% |
$14.9K - $15.3K
|
255K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
775+ 32.58% |
$14.9K - $15.2K
|
3.15K
$60.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
35.8K+ 57.13% |
$686K - $702K
|
98.4K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.83K+ 241.64% |
$112K - $114K
|
8.24K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
52.4K+ 5.24% |
$1M - $1.03M
|
1.05M
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
753+ 3.38% |
$14.4K - $14.8K
|
23K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.2K- 39.0% |
$310K - $317K
|
25.3K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.1K+ 1.86% |
$308K - $315K
|
880K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.37K+ 2.28% |
$83.7K - $85.7K
|
196K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.4K- 21.32% |
$84.4K - $86.4K
|
16.3K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.4K+ 42.42% |
$314K - $321K
|
55K
$1.06M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.7K+ 12.7% |
$1.3M - $1.35M
|
610K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5K+ 45.76% |
$217K - $225K
|
36.6K
$706K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8KNew |
$260K - $270K
|
13.8K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 9.43% |
$37.3K - $38.8K
|
19K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
562New |
$10.6K - $11K
|
562
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
272KNew |
$5.13M - $5.33M
|
272K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.9KNew |
$528K - $548K
|
27.9K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19+ 1.54% |
$359 - $373
|
1.25K
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.2K- 67.22% |
$741K - $769K
|
19.1K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.1KNew |
$1.53M - $1.59M
|
81.1K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47.1K+ 8.32% |
$890K - $924K
|
613K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
221New |
$4.17K - $4.34K
|
221
$4.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 1.62% |
$4.93K - $5.12K
|
15.9K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
88.5KNew |
$1.67M - $1.74M
|
88.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-252K- 32.06% |
$4.76M - $4.94M
|
534K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15KNew |
$284K - $295K
|
15K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.5K+ 24.39% |
$1.45M - $1.5M
|
390K
$7.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 157.24% |
$5.97M - $6.2M
|
517K
$9.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3K- 3.05% |
$56.7K - $58.9K
|
95.5K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$192K - $199K
|
10.1K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.55K- 21.02% |
$29.3K - $30.4K
|
5.82K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.1K+ 135.94% |
$758K - $787K
|
69.7K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.26K- 35.07% |
$156K - $162K
|
15.3K
$295K
|
|