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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 2.5% |
$13.8K - $15K
|
19.5K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-180- 0.61% |
$4.96K - $5.39K
|
29.2K
$908K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.18K- 16.77% |
$60K - $65.2K
|
10.8K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$36.6K - $39.8K
|
1.33K
$41.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.96K- 11.08% |
$81.6K - $88.6K
|
23.7K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.84K- 12.3% |
$50.7K - $55.1K
|
13.1K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.51K- 5.6% |
$69.1K - $75K
|
42.2K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-692- 5.68% |
$19.1K - $20.7K
|
11.5K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.88KNew |
$190K - $206K
|
6.88K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-230K- 80.91% |
$6.33M - $6.88M
|
54.2K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2K- 88.58% |
$2.1M - $2.28M
|
9.82K
$306K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-377- 10.04% |
$10.4K - $11.3K
|
3.38K
$105K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.4K+ 31.01% |
$1.5M - $1.59M
|
230K
$7.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 0.2% |
$166 - $176
|
3.02K
$93.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.4KNew |
$315K - $334K
|
11.4K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$484K - $513K
|
17.5K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.68KNew |
$46.4K - $49.1K
|
1.68K
$52.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7K- 22.17% |
$193K - $205K
|
24.6K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$635 - $673
|
23
$716
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.47KNew |
$40.7K - $43.1K
|
1.47K
$45.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
877+ 12.61% |
$24.2K - $25.7K
|
7.83K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.91K+ 182.66% |
$163K - $173K
|
9.14K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.44K- 1.73% |
$39.7K - $42.1K
|
81.8K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
310New |
$8.55K - $9.07K
|
310
$9.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.09K- 4.64% |
$29.9K - $31.7K
|
22.3K
$694K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 18.87% |
$66.9K - $70.9K
|
10.4K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-176- 0.41% |
$4.86K - $5.15K
|
42.3K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
163+ 0.88% |
$4.5K - $4.77K
|
18.7K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.1KNew |
$30.2K - $32K
|
1.1K
$34.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 16.78% |
$41.1K - $43.6K
|
7.4K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-896- 10.69% |
$24.7K - $26.2K
|
7.48K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.53K- 23.57% |
$69.8K - $74K
|
8.21K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11K- 19.15% |
$302K - $321K
|
46.3K
$1.44M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.4KNew |
$286K - $308K
|
10.4K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.08KNew |
$84.6K - $91K
|
3.08K
$95.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6KNew |
$455K - $489K
|
16.6K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.02K- 2.13% |
$28K - $30.1K
|
46.8K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-858- 42.94% |
$23.6K - $25.4K
|
1.14K
$35.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.47KNew |
$178K - $191K
|
6.47K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-6.06K- 43.83% |
$166K - $179K
|
7.77K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 145.1% |
$48.8K - $52.5K
|
3K
$93.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 35.09% |
$54.9K - $59.1K
|
3.7K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.5% |
$54.5K - $58.6K
|
21.4K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.71% |
$34.3K - $36.9K
|
47.3K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.27KNew |
$200K - $215K
|
7.27K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
310New |
$8.52K - $9.16K
|
310
$9.65K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09KNew |
$29.6K - $31.6K
|
1.09K
$33.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.86K- 53.61% |
$240K - $257K
|
7.67K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
77New |
$2.09K - $2.23K
|
77
$2.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-351- 4.43% |
$9.53K - $10.2K
|
7.57K
$236K
|
|