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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.11K- 17.15% |
$56.4K - $60.1K
|
15K
$289K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.11K- 49.99% |
$38.4K - $40.9K
|
2.11K
$40.7K
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-630- 0.19% |
$11.4K - $12.2K
|
324K
$6.25M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-578- 4.67% |
$10.5K - $11.2K
|
11.8K
$227K
|
|
Q1 2025 | |||||||
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-217K- 45.22% |
$4.12M - $4.22M
|
262K
$5.06M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42K- 6.76% |
$800K - $820K
|
580K
$11.2M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.54% |
$572K - $587K
|
513K
$9.88M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 24.07% |
$309K - $317K
|
51.3K
$988K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15K- 59.35% |
$286K - $293K
|
10.3K
$198K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.4K- 35.12% |
$141K - $144K
|
13.7K
$263K
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.2K- 4.91% |
$118K - $121K
|
120K
$2.32M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 6.46% |
$20K - $20.5K
|
15.2K
$293K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 11.31% |
$201K - $205K
|
82.1K
$1.58M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-324- 0.89% |
$6.21K - $6.35K
|
36.2K
$698K
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3K- 3.05% |
$56.7K - $58.9K
|
95.5K
$1.84M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.55K- 21.02% |
$29.3K - $30.4K
|
5.82K
$112K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 1.62% |
$4.93K - $5.12K
|
15.9K
$306K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.5K- 11.77% |
$28.2K - $28.8K
|
11.3K
$217K
|
|
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
$201K
|
|
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 | |||||||
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.95KClosed |
$73.7K - $78.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300Closed |
$5.61K - $5.96K
|
0
$0
|
|
Q3 2020 | |||||||
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
|