A detailed history of Long Island Wealth Management, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 30,960 shares of IJUL stock, worth $864,712. This represents 0.6% of its overall portfolio holdings.

Number of Shares
30,960
Previous 30,805 0.5%
Holding current value
$864,712
Previous $866 Million 5.13%
% of portfolio
0.6%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$27.47 - $29.55 $4,257 - $4,580
155 Added 0.5%
30,960 $910 Million
Q2 2024

Aug 15, 2024

SELL
$27.14 - $28.98 $204,852 - $218,741
-7,548 Reduced 19.68%
30,805 $866 Million
Q1 2024

May 13, 2024

SELL
$26.49 - $28.24 $204,317 - $217,815
-7,713 Reduced 16.74%
38,353 $1.08 Billion
Q4 2023

Feb 14, 2024

BUY
$24.82 - $27.18 $1.14 Million - $1.25 Million
46,066 New
46,066 $1.25 Billion

Others Institutions Holding IJUL

About INNOVATOR ETFS TR


  • Ticker IJUL
  • Sector ETFs
  • Industry ETFs
More about IJUL
Track This Portfolio

Track Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.