Rothschild Investment LLC INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL Transaction History

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Number of Shares
221,200
Previous 293,250 24.57%
Holding current value
$6.23 Billion
Previous $7.97 Billion 21.79%
% of portfolio
0.39%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-72,050 Reduced 24.57%
221,200 $6.23 Billion
Q1 2025

Apr 08, 2025
SELL
N/A
-4,000 Reduced 1.35%
293,250 $7.97 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
3,000 Added 1.02%
297,250 $8.11 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
294,250 New
294,250 $7.85 Billion
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