Latest Institutional Transactions on Innovator Etfs Tr Emerging Mkt (EJUL)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Emerging Mkt (EJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.65K- 13.48% |
$37.4K - $39.4K
|
10.6K
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1K- 45.45% |
$22.7K - $24K
|
1.2K
$35.1K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.17KNew |
$91.8K - $98.4K
|
4.17K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13.8KNew |
$305K - $327K
|
13.8K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$187K - $201K
|
8.5K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.4K+ 10.79% |
$163K - $175K
|
76K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-440- 52.95% |
$9.7K - $10.4K
|
391
$11.4K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3KNew |
$253K - $268K
|
11.3K
$329K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-11.1K- 41.99% |
$255K - $263K
|
15.4K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.71K- 0.79% |
$131K - $135K
|
717K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.2K- 24.39% |
$119K - $123K
|
16.1K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.83KNew |
$41.9K - $43.2K
|
1.83K
$53.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16.8KNew |
$386K - $398K
|
16.8K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.08KNew |
$24.7K - $25.4K
|
1.08K
$31.5K
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
13.1KNew |
$301K - $310K
|
13.1K
$384K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.8KNew |
$177K - $192K
|
7.8K
$228K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-190K- 94.31% |
$4.31M - $4.67M
|
11.5K
$336K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
17K+ 139.35% |
$359K - $395K
|
29.3K
$856K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$2.11K - $2.32K
|
100
$2.93K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
286KNew |
$6.03M - $6.63M
|
286K
$8.36M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
950New |
$20.3K - $22.4K
|
950
$27.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
21.2KNew |
$454K - $501K
|
21.2K
$620K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
17.5KNew |
$374K - $413K
|
17.5K
$511K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.9KClosed |
$225K - $253K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.78KClosed |
$40.5K - $45.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.5KNew |
$56.8K - $63.8K
|
2.5K
$73.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-113KClosed |
$2.56M - $2.88M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-130Closed |
$2.95K - $3.32K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.1KNew |
$472K - $525K
|
20.1K
$587K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500Closed |
$11.8K - $13.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-63KClosed |
$1.59M - $1.66M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.76KClosed |
$95.8K - $100K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.5KClosed |
$493K - $498K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.6KClosed |
$283K - $286K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.72KClosed |
$45.2K - $45.9K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-41.8KClosed |
$1.1M - $1.12M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-10.6KClosed |
$279K - $284K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$25.3K - $26.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 29, 2020
Q3 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.6KClosed |
$481K - $503K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$20.9 - $26.2
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.4KClosed |
$343K - $430K
|
0
$0
|
|