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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.11K- 49.99% |
$38.4K - $40.9K
|
2.11K
$40.5K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
29.5K+ 29.95% |
$561K - $575K
|
128K
$2.45M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.2K- 4.91% |
$118K - $121K
|
120K
$2.31M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
485+ 22.59% |
$9.23K - $9.46K
|
2.63K
$50.5K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
403KNew |
$7.68M - $7.87M
|
403K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 102.88% |
$2.32M - $2.38M
|
241K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262KNew |
$4.99M - $5.12M
|
262K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.9KNew |
$1.48M - $1.52M
|
77.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
149+ 14900.0% |
$2.84K - $2.91K
|
150
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 77.29% |
$194K - $199K
|
23.4K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$780 - $800
|
41
$787
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$1.22M - $1.25M
|
64.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.9K+ 133.88% |
$283K - $290K
|
26K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33+ 2.63% |
$628 - $644
|
1.29K
$24.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 16.95% |
$51K - $52.2K
|
18.5K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
649+ 0.33% |
$12.4K - $12.7K
|
197K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.1KNew |
$744K - $763K
|
39.1K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.1KNew |
$326K - $334K
|
17.1K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 31.45% |
$1.11M - $1.13M
|
243K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.4K- 35.12% |
$141K - $144K
|
13.7K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42K- 6.76% |
$800K - $820K
|
580K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 30.34% |
$213K - $218K
|
48.1K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
91.2K+ 14.11% |
$1.74M - $1.78M
|
737K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.8K+ 6.31% |
$700K - $718K
|
620K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.07K+ 32.35% |
$173K - $177K
|
37.1K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
559New |
$10.6K - $10.9K
|
559
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
108KNew |
$2.05M - $2.11M
|
108K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.54% |
$572K - $587K
|
513K
$9.84M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
761K+ 120.51% |
$14.5M - $14.8M
|
1.39M
$26.7M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
209KNew |
$3.98M - $4.08M
|
209K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8KNew |
$415K - $425K
|
21.8K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 0.31% |
$2.26K - $2.32K
|
38.2K
$733K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15K- 59.35% |
$286K - $293K
|
10.3K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 0.07% |
$11.4K - $11.7K
|
850K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 9.82% |
$1.02M - $1.04M
|
599K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-863- 6.52% |
$16.4K - $16.8K
|
12.4K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31K+ 376.51% |
$590K - $605K
|
39.3K
$753K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.2KNew |
$289K - $296K
|
15.2K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
78K+ 3.08% |
$1.48M - $1.52M
|
2.61M
$50M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.57K+ 8.31% |
$87K - $89.2K
|
59.6K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
69.8K+ 27.39% |
$1.33M - $1.36M
|
325K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.23K+ 66.5% |
$138K - $141K
|
18.1K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 67.34% |
$145K - $149K
|
19K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-217K- 45.22% |
$4.12M - $4.22M
|
262K
$5.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-76- 0.33% |
$1.45K - $1.48K
|
23K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
121KNew |
$2.31M - $2.37M
|
121K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 6.46% |
$20K - $20.5K
|
15.2K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
49.1K+ 5.57% |
$934K - $957K
|
930K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 81.93% |
$49.2K - $50.4K
|
5.74K
$110K
|
|