Iht Wealth Management, LLC Innovator Etfs Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,924 shares of IJUL stock, worth $261,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,924

Holding current value

$261,412

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$27.51 - $31.94 $217,989 - $253,092	7,924 New	7,924 $253,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.27M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$44 Million
5.58% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

231K
Shares

$7.62 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

199K
Shares

$6.56 Million
0.5% of portfolio
Envestnet Asset Management Inc

187K
Shares

$6.18 Million
0.0% of portfolio
Global Strategic Investment Solutions, LLC

154K
Shares

$5.09 Million
0.56% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

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Iht Wealth Management, LLC Innovator Etfs Tr Transaction History