Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
618K+ 269.01% |
$15.7M - $16.5M
|
848K
$24.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
582KNew |
$14.8M - $15.5M
|
582K
$16.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
293KNew |
$7.43M - $7.81M
|
293K
$8.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
205K+ 908.52% |
$5.21M - $5.48M
|
228K
$6.48M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
187K+ 160.15% |
$4.73M - $4.97M
|
303K
$8.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
166KNew |
$4.2M - $4.42M
|
166K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147K+ 100.81% |
$3.72M - $3.9M
|
292K
$8.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
114K+ 101.3% |
$2.9M - $3.04M
|
227K
$6.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
81.9K+ 47.36% |
$2.08M - $2.18M
|
255K
$7.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
73.5KNew |
$1.86M - $1.96M
|
73.5K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.4K+ 51.71% |
$1.43M - $1.5M
|
165K
$4.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46.2K+ 147.69% |
$1.17M - $1.23M
|
77.5K
$2.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45.2K+ 376.27% |
$1.15M - $1.21M
|
57.3K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
41K+ 174.39% |
$1.04M - $1.09M
|
64.5K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.1K+ 269.91% |
$965K - $1.01M
|
52.2K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.8K+ 249.45% |
$833K - $875K
|
46K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
28.6K+ 175.96% |
$724K - $761K
|
44.8K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
23.9KNew |
$607K - $638K
|
23.9K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.7KNew |
$600K - $631K
|
23.7K
$673K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.9K+ 108.62% |
$554K - $583K
|
42K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4KNew |
$516K - $543K
|
20.4K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$445K - $468K
|
17.6K
$499K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$373K - $392K
|
14.7K
$418K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
14.4K+ 5.53% |
$366K - $384K
|
275K
$7.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2K+ 171.24% |
$360K - $378K
|
22.5K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$356K - $374K
|
14K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14KNew |
$355K - $373K
|
14K
$398K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$352K - $370K
|
13.9K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.9KNew |
$328K - $345K
|
12.9K
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$310K - $326K
|
12.2K
$347K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.3K+ 62.48% |
$260K - $273K
|
26.7K
$759K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.2KNew |
$233K - $245K
|
9.2K
$262K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.09KNew |
$230K - $242K
|
9.09K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.87K+ 64.73% |
$225K - $236K
|
22.6K
$641K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.27KNew |
$210K - $220K
|
8.27K
$235K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.72K+ 41.23% |
$170K - $179K
|
23K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.5K+ 67.89% |
$139K - $147K
|
13.6K
$387K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.2K+ 6.21% |
$132K - $139K
|
88.9K
$2.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5KNew |
$127K - $133K
|
5K
$142K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.77K+ 48.03% |
$95.6K - $100K
|
11.6K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.05K+ 22.55% |
$77.3K - $81.3K
|
16.6K
$471K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.28KNew |
$57.7K - $60.6K
|
2.28K
$64.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.23K+ 3.86% |
$56.7K - $59.5K
|
60.1K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.24K+ 2.24% |
$31.5K - $33.1K
|
56.8K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
753+ 1.06% |
$19.1K - $20.1K
|
71.9K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
635+ 3.9% |
$16.1K - $16.9K
|
16.9K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
562New |
$14.3K - $15K
|
562
$16K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400+ 48.78% |
$10.1K - $10.7K
|
1.22K
$34.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 16.02% |
$10.1K - $10.7K
|
2.9K
$82.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
211+ 3.79% |
$5.35K - $5.62K
|
5.77K
$164K
|