Latest Institutional Sells of Principal Exchange Traded Fds (YLD)
This list provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-252K- 32.06% |
$4.76M - $4.94M
|
534K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-101K- 70.93% |
$1.91M - $1.98M
|
41.5K
$808K
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-70.7K- 26.92% |
$1.33M - $1.39M
|
192K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.2K- 67.22% |
$741K - $769K
|
19.1K
$372K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.2K- 61.91% |
$551K - $572K
|
17.9K
$350K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.26K- 35.07% |
$156K - $162K
|
15.3K
$298K
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-4.67K- 0.96% |
$88.3K - $91.7K
|
481K
$9.37M
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3K- 3.05% |
$56.7K - $58.9K
|
95.5K
$1.86M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 9.43% |
$37.3K - $38.8K
|
19K
$370K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.55K- 21.02% |
$29.3K - $30.4K
|
5.82K
$113K
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.38K- 0.54% |
$26K - $27K
|
256K
$4.98M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 1.62% |
$4.93K - $5.12K
|
15.9K
$309K
|
|
Q2 2024 | |||||||
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-221- 8.5% |
$4.14K - $4.23K
|
2.38K
$46.3K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.5K- 11.77% |
$28.2K - $28.8K
|
11.3K
$219K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.6K- 86.49% |
$28.6K - $29.7K
|
250
$4.87K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-375- 3.33% |
$6.5K - $6.91K
|
10.9K
$212K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.3KClosed |
$290K - $325K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-987- 8.66% |
$17.5K - $19.6K
|
10.4K
$203K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-113Closed |
$2.01K - $2.25K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28Closed |
$497 - $556
|
0
$0
|
|
Q4 2021 | |||||||
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.2KClosed |
$580K - $592K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-78Closed |
$1.61K - $1.64K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23Closed |
$469 - $480
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300Closed |
$5.61K - $5.96K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-127KClosed |
$2.29M - $2.45M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06KClosed |
$19.1K - $20.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-534Closed |
$9.63K - $10.3K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.2KClosed |
$304K - $358K
|
0
$0
|
|
Q1 2020 | |||||||
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-49.6KClosed |
$727K - $1.02M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8KClosed |
$173K - $244K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.46KClosed |
$109K - $154K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.29KClosed |
$77.6K - $109K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-255Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|