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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.67% |
$18.2 - $19.4
|
151
$2.91K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.92K+ 28.69% |
$71.2K - $76K
|
17.6K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 68.76% |
$231K - $246K
|
31.2K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 46.93% |
$664K - $708K
|
114K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 0.43% |
$19K - $20.2K
|
244K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 5.27% |
$251K - $268K
|
276K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.3K+ 94.36% |
$823K - $878K
|
93.4K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.13K+ 23.56% |
$111K - $119K
|
32.1K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.9KNew |
$1.38M - $1.47M
|
75.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.54% |
$54.5 - $58.1
|
562
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.6K+ 19.78% |
$864K - $922K
|
288K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 287.11% |
$1.22M - $1.3M
|
90.5K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.6K+ 1.99% |
$210K - $224K
|
592K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$204K - $218K
|
11.3K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113New |
$2.05K - $2.19K
|
113
$2.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.7K- 22.34% |
$375K - $400K
|
71.9K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.27K+ 1.22% |
$114K - $122K
|
519K
$9.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44KNew |
$800K - $853K
|
44K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.22K- 31.78% |
$40.3K - $43K
|
4.76K
$91.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31KNew |
$23.8K - $25.4K
|
1.31K
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 1.48% |
$373K - $398K
|
1.41M
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36.7K+ 4.98% |
$667K - $712K
|
774K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.26K- 21.11% |
$150K - $160K
|
30.9K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
20.2K+ 9.63% |
$366K - $391K
|
230K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
593K+ 69.76% |
$10.8M - $11.5M
|
1.44M
$27.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3K+ 13.76% |
$54.5K - $58.1K
|
24.8K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.72K+ 22.21% |
$158K - $169K
|
48K
$923K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
155K+ 5.94% |
$2.81M - $3M
|
2.76M
$53.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
94.9KNew |
$1.72M - $1.84M
|
94.9K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 10.16% |
$31.6K - $33.7K
|
18.9K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
643+ 1.68% |
$11.7K - $12.5K
|
38.8K
$747K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.24K+ 14.12% |
$95.1K - $101K
|
42.3K
$814K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-41.8K- 21.26% |
$760K - $811K
|
155K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 216.58% |
$746K - $795K
|
60K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
766+ 1.49% |
$13.9K - $14.8K
|
52.1K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
418K+ 69.71% |
$7.58M - $8.09M
|
1.02M
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.24KNew |
$95.1K - $101K
|
5.24K
$101K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79.9K+ 65.72% |
$1.45M - $1.55M
|
201K
$3.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.29K+ 0.89% |
$151K - $161K
|
938K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$459K - $489K
|
25.3K
$486K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
163K+ 151.39% |
$2.97M - $3.16M
|
271K
$5.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.53K+ 36.41% |
$100K - $107K
|
20.7K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4KNew |
$207K - $221K
|
11.4K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-630- 0.19% |
$11.4K - $12.2K
|
324K
$6.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16K+ 5.31% |
$57.5K - $61.3K
|
62.8K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.11K- 17.15% |
$56.4K - $60.1K
|
15K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-578- 4.67% |
$10.5K - $11.2K
|
11.8K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
30.1KNew |
$546K - $583K
|
30.1K
$579K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.88K+ 8.17% |
$34.1K - $36.4K
|
24.8K
$478K
|