Purchases and Sales Made in Q4 2023 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.87K- 15.54% |
$146K - $159K
|
31.9K
$881K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.25K- 8.15% |
$180K - $197K
|
81.7K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.87K- 26.89% |
$245K - $268K
|
26.8K
$741K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 9.02% |
$271K - $297K
|
110K
$3.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-13.2K- 49.56% |
$328K - $359K
|
13.5K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31.3K- 52.01% |
$776K - $850K
|
28.9K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.5K- 49.43% |
$882K - $966K
|
36.3K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-666K- 78.6% |
$16.5M - $18.1M
|
181K
$5.01M
|