Purchases and Sales Made in Q1 2024 in Innovator Etfs Tr U S Equity A (XDOC)
This table provides information about the institutional ownership of Innovator Etfs Tr U S Equity A (XDOC) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR U S EQUITY A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
78.8K+ 172.18% |
$2.13M - $2.25M
|
125K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.95KNew |
$269K - $283K
|
9.95K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.37KNew |
$226K - $239K
|
8.37K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.37KNew |
$226K - $239K
|
8.37K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
154+ 11.46% |
$4.16K - $4.39K
|
1.5K
$45.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.59K- 12.92% |
$43K - $45.4K
|
10.7K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.8K- 95.14% |
$130K - $137K
|
245
$7.42K
|