Purchases and Sales Made in Q1 2025 in Innovator 20+ Year Treasury Bo (TBJL)
This table provides information about the institutional ownership of Innovator 20+ Year Treasury Bo (TBJL) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR 20+ YEAR TREASURY BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
812K+ 1737.18% |
$15.7M - $16.6M
|
859K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.4K+ 70.39% |
$916K - $970K
|
115K
$2.27M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5KNew |
$96.6K - $102K
|
5K
$98.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.33K+ 14.02% |
$83.6K - $88.5K
|
35.2K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.15K+ 108.35% |
$80.2K - $84.9K
|
7.98K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 4.9% |
$25.8K - $27.3K
|
28.5K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
123+ 0.07% |
$2.38K - $2.52K
|
178K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 0.43% |
$2.32K - $2.46K
|
28K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-400- 2.92% |
$7.73K - $8.18K
|
13.3K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.58K- 37.16% |
$147K - $155K
|
12.8K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-70K- 87.5% |
$1.35M - $1.43M
|
10K
$198K
|