Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr S&P Invt Gra (EPRF)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P Invt Gra (EPRF) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR S&P INVT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120K+ 29.29% |
$2.11M - $2.25M
|
528K
$9.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62.2K+ 178.81% |
$1.1M - $1.17M
|
97.1K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.2KNew |
$322K - $344K
|
18.2K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 47.82% |
$290K - $309K
|
50.7K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
12.8KNew |
$225K - $240K
|
12.8K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$217K - $231K
|
12.3K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11KNew |
$195K - $208K
|
11K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 4.2% |
$66.1K - $70.5K
|
92.8K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.19K+ 30.05% |
$56.3K - $60.1K
|
13.8K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3K+ 5.52% |
$53K - $56.6K
|
57.4K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.2K+ 4.52% |
$21.2K - $22.6K
|
27.8K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2K+ 120000.0% |
$21.2K - $22.6K
|
1.2K
$21.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
900+ 1.7% |
$15.9K - $17K
|
53.8K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
586+ 2.01% |
$10.3K - $11K
|
29.7K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
200+ 1.45% |
$3.53K - $3.77K
|
14K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117+ 0.96% |
$2.07K - $2.2K
|
12.3K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.08% |
$88.3 - $94.2
|
6.58K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.58% |
$53 - $56.5
|
523
$9.42K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70- 0.56% |
$1.24K - $1.32K
|
12.5K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70- 0.56% |
$1.24K - $1.32K
|
12.5K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-859- 1.21% |
$15.2K - $16.2K
|
69.9K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 2.03% |
$23K - $24.5K
|
62.7K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.64K- 11.91% |
$64.3K - $68.6K
|
26.9K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.35K- 14.89% |
$76.8K - $82K
|
24.9K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 14.06% |
$203K - $217K
|
70.3K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.4K- 48.63% |
$395K - $421K
|
23.6K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-543K- 95.81% |
$9.58M - $10.2M
|
23.7K
$428K
|