Purchases and Sales Made in Q3 2024 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
70.1K+ 533.59% |
$1.93M - $2.07M
|
83.3K
$2.32M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 90.11% |
$1.32M - $1.42M
|
102K
$2.83M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.7K+ 170.36% |
$1.2M - $1.29M
|
69.3K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
41KNew |
$1.13M - $1.21M
|
41K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39.8K+ 1474.48% |
$1.09M - $1.18M
|
42.5K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
36KNew |
$990K - $1.06M
|
36K
$1M
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.7KNew |
$568K - $611K
|
20.7K
$575K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
17.8K+ 6.63% |
$488K - $525K
|
286K
$7.95M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6KNew |
$455K - $489K
|
16.6K
$461K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 22.74% |
$388K - $418K
|
76.3K
$2.12M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
12.9KNew |
$353K - $380K
|
12.9K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$314K - $338K
|
11.4K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.4KNew |
$286K - $308K
|
10.4K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.61KNew |
$264K - $284K
|
9.61K
$268K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.73K+ 103.41% |
$212K - $228K
|
15.2K
$423K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.27KNew |
$200K - $215K
|
7.27K
$202K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.12K+ 25.98% |
$196K - $210K
|
34.5K
$961K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$191K - $205K
|
6.94K
$193K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.47KNew |
$178K - $191K
|
6.47K
$180K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.75K+ 42.31% |
$103K - $111K
|
12.6K
$351K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.31K+ 1.84% |
$90.8K - $97.7K
|
183K
$5.09M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.21K+ 20.91% |
$88.3K - $95K
|
18.6K
$518K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.08KNew |
$84.6K - $91K
|
3.08K
$85.8K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 13.57% |
$72.7K - $78.2K
|
22.2K
$617K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 141.39% |
$60.4K - $65K
|
3.76K
$105K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.09K+ 1.02% |
$57.4K - $61.8K
|
207K
$5.76M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.99K+ 7.53% |
$54.7K - $58.9K
|
28.5K
$793K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 145.1% |
$48.8K - $52.5K
|
3K
$83.6K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.62K+ 6.23% |
$44.5K - $47.8K
|
27.6K
$768K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 22.22% |
$34.7K - $37.4K
|
6.96K
$194K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.71% |
$34.3K - $36.9K
|
47.3K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07K+ 0.46% |
$29.3K - $31.5K
|
233K
$6.5M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1K+ 25.27% |
$27.5K - $29.6K
|
4.97K
$138K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
893+ 0.32% |
$24.5K - $26.4K
|
279K
$7.77M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$19.2K - $20.7K
|
700
$19.5K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
597+ 7.55% |
$16.4K - $17.6K
|
8.51K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
565+ 5.9% |
$15.5K - $16.7K
|
10.1K
$283K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
310New |
$8.52K - $9.16K
|
310
$8.63K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
263+ 1.01% |
$7.22K - $7.77K
|
26.2K
$730K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
245+ 0.86% |
$6.73K - $7.24K
|
28.6K
$797K
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
155+ 0.5% |
$4.26K - $4.58K
|
31K
$862K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-265- 7.57% |
$7.28K - $7.83K
|
3.24K
$90.1K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-693- 1.41% |
$19K - $20.5K
|
48.3K
$1.35M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-858- 42.94% |
$23.6K - $25.4K
|
1.14K
$31.7K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-948- 3.75% |
$26K - $28K
|
24.3K
$677K
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.02K- 2.13% |
$28K - $30.1K
|
46.8K
$1.3M
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.5% |
$54.5K - $58.6K
|
21.4K
$595K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 35.09% |
$54.9K - $59.1K
|
3.7K
$103K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.95K- 12.53% |
$80.9K - $87K
|
20.6K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.97K- 20.66% |
$81.5K - $87.7K
|
11.4K
$317K
|