Latest Institutional Transactions on Innovator Etfs Tr (IJUL)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (IJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.1K- 82.02% |
$329K - $351K
|
2.65K
$75.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.06K- 6.87% |
$28.8K - $30.7K
|
14.4K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.83K- 2.76% |
$158K - $169K
|
205K
$5.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24K- 24.5% |
$652K - $697K
|
74.1K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.3KNew |
$305K - $326K
|
11.3K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$95K - $101K
|
3.5K
$99.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.66KNew |
$235K - $251K
|
8.66K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.6K- 41.11% |
$478K - $511K
|
25.2K
$715K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.1KNew |
$357K - $381K
|
13.1K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-292- 3.37% |
$7.92K - $8.46K
|
8.38K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18.2KNew |
$494K - $527K
|
18.2K
$516K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$136 - $145
|
15.4K
$437K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 17.08% |
$71.8K - $76.7K
|
12.8K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-164K- 94.77% |
$4.46M - $4.76M
|
9.06K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.5K- 61.82% |
$528K - $564K
|
12K
$340K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.66KNew |
$126K - $135K
|
4.66K
$132K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.64K- 22.88% |
$71.6K - $76.4K
|
8.89K
$252K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
115+ 5.76% |
$3.05K - $3.25K
|
2.11K
$59.9K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-102- 0.43% |
$2.7K - $2.88K
|
23.4K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8K+ 33.93% |
$212K - $226K
|
31.6K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.31K- 4.15% |
$61.3K - $65.3K
|
53.4K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
51.2KNew |
$1.36M - $1.45M
|
51.2K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
149KNew |
$3.95M - $4.21M
|
149K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$388K - $413K
|
14.6K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 6.52% |
$15.9K - $16.9K
|
9.8K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120New |
$3.18K - $3.39K
|
120
$3.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-53.5K- 69.01% |
$1.42M - $1.51M
|
24K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-475- 1.65% |
$12.6K - $13.4K
|
28.4K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-159K- 63.72% |
$4.21M - $4.49M
|
90.6K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.15K- 25.91% |
$189K - $202K
|
20.4K
$579K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.78K- 42.95% |
$153K - $163K
|
7.68K
$218K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5KNew |
$359K - $394K
|
14.5K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.3KNew |
$753K - $825K
|
30.3K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$422 - $462
|
17
$482
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388New |
$9.63K - $10.5K
|
388
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$99.3K - $109K
|
4K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
46KNew |
$1.14M - $1.25M
|
46K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 1.51% |
$27.6K - $30.2K
|
72.4K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.25K- 8.15% |
$180K - $197K
|
81.7K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 6.32% |
$31.9K - $35K
|
21.6K
$613K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-885- 7.62% |
$22K - $24.1K
|
10.7K
$304K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 29.19% |
$84.3K - $88.6K
|
8.07K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$356K - $374K
|
14K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-823- 9.43% |
$20.9K - $21.9K
|
7.91K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 14.93% |
$2.54K - $2.67K
|
770
$21.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.9KNew |
$328K - $345K
|
12.9K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-27- 75.0% |
$685 - $720
|
9
$255
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
28.6K+ 175.96% |
$724K - $761K
|
44.8K
$1.27M
|
|