Berger Financial Group, Inc Innovator Etfs Tr Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Innovator Etfs Tr stock. As of the latest transaction made, Berger Financial Group, Inc holds 224,429 shares of IJUL stock, worth $6.54 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

224,429

Previous 233,230 3.77%

Holding current value

$6.54 Million

Previous $6.86 Million 9.43%

% of portfolio

0.51%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$27.59 - $29.25 $242,819 - $257,429	-8,801 Reduced 3.77%	224,429 $6.21 Million
Q3 2024 Nov 12, 2024	BUY	$27.47 - $29.55 $29,255 - $31,470	1,065 Added 0.46%	233,230 $6.86 Million
Q2 2024 Aug 14, 2024	SELL	$27.14 - $28.98 $546,273 - $583,309	-20,128 Reduced 7.98%	232,165 $6.53 Million
Q1 2024 Apr 16, 2024	SELL	$26.49 - $28.24 $45,562 - $48,572	-1,720 Reduced 0.68%	252,293 $7.12 Million
Q4 2023 Feb 07, 2024	SELL	$24.82 - $27.18 $22,660 - $24,815	-913 Reduced 0.36%	254,013 $6.89 Million
Q3 2023 Nov 03, 2023	BUY	$25.36 - $26.65 $2.08 Million - $2.18 Million	81,925 Added 47.36%	254,926 $6.49 Million
Q1 2023 Apr 24, 2023	BUY	$23.9 - $25.38 $90,413 - $96,012	3,783 Added 2.24%	173,001 $4.39 Million
Q4 2022 Jan 30, 2023	BUY	$21.23 - $24.3 $982,057 - $1.12 Million	46,258 Added 37.62%	169,218 $4.03 Million
Q3 2022 Oct 27, 2022	BUY	$21.17 - $23.77 $2.6 Million - $2.92 Million	122,960 New	122,960 $2.62 Million

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.79M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
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Berger Financial Group, Inc Innovator Etfs Tr Transaction History