Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr Us Equity Ac (XBJA)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJA) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR US EQUITY AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.9KNew |
$365K - $372K
|
12.9K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 107.76% |
$290K - $296K
|
19.8K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$289K - $295K
|
10.3K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.3K+ 63.7% |
$289K - $295K
|
26.3K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.96K+ 3.58% |
$225K - $229K
|
230K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-300- 11.11% |
$8.47K - $8.63K
|
2.4K
$70.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-309- 0.91% |
$8.72K - $8.89K
|
33.7K
$986K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-688- 0.41% |
$19.4K - $19.8K
|
168K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1.17K- 11.21% |
$33K - $33.6K
|
9.26K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.36% |
$34.9K - $35.6K
|
89.7K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.5K- 9.09% |
$42.3K - $43.2K
|
15K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.16K- 3.82% |
$117K - $120K
|
105K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.7K- 25.7% |
$331K - $337K
|
33.9K
$991K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.8K- 58.7% |
$558K - $569K
|
13.9K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-170K- 87.45% |
$4.8M - $4.89M
|
24.4K
$714K
|