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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-10.3K- 28.72% |
$286K - $303K
|
25.7K
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 40.24% |
$463K - $491K
|
24.9K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.09K- 4.64% |
$29.9K - $31.7K
|
22.3K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
636+ 2.43% |
$17.5K - $18.6K
|
26.9K
$787K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 18.87% |
$66.9K - $70.9K
|
10.4K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-176- 0.41% |
$4.86K - $5.15K
|
42.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
163+ 0.88% |
$4.5K - $4.77K
|
18.7K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.1KNew |
$30.2K - $32K
|
1.1K
$32.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.55K- 25.15% |
$70.4K - $74.6K
|
7.59K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.76K- 21.92% |
$76.2K - $80.8K
|
9.84K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.44% |
$51.9K - $55K
|
78.9K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 16.78% |
$41.1K - $43.6K
|
7.4K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-896- 10.69% |
$24.7K - $26.2K
|
7.48K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 0.52% |
$6.95K - $7.37K
|
48.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.53K- 23.57% |
$69.8K - $74K
|
8.21K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11K- 19.15% |
$302K - $321K
|
46.3K
$1.36M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6KNew |
$455K - $489K
|
16.6K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.08KNew |
$84.6K - $91K
|
3.08K
$90.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$19.2K - $20.7K
|
700
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.4KNew |
$286K - $308K
|
10.4K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.02K- 2.13% |
$28K - $30.1K
|
46.8K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
245+ 0.86% |
$6.73K - $7.24K
|
28.6K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
155+ 0.5% |
$4.26K - $4.58K
|
31K
$908K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-858- 42.94% |
$23.6K - $25.4K
|
1.14K
$33.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$191K - $205K
|
6.94K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.47KNew |
$178K - $191K
|
6.47K
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-6.06K- 43.83% |
$166K - $179K
|
7.77K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 145.1% |
$48.8K - $52.5K
|
3K
$88K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 35.09% |
$54.9K - $59.1K
|
3.7K
$108K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
12.9KNew |
$353K - $380K
|
12.9K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.5% |
$54.5K - $58.6K
|
21.4K
$626K
|
|
|
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
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.27KNew |
$200K - $215K
|
7.27K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
310New |
$8.52K - $9.16K
|
310
$9.09K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.86K- 53.61% |
$240K - $257K
|
7.67K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
77New |
$2.09K - $2.23K
|
77
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
887New |
$24.1K - $25.7K
|
887
$26K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09KNew |
$29.6K - $31.6K
|
1.09K
$31.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1+ 0.01% |
$27.1 - $29
|
9.29K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-351- 4.43% |
$9.53K - $10.2K
|
7.57K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-942- 11.12% |
$25.6K - $27.3K
|
7.53K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.26K- 43.1% |
$224K - $239K
|
10.9K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.75K- 24.49% |
$156K - $167K
|
17.7K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 8.16% |
$40K - $42.7K
|
16.6K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33K+ 2622.83% |
$90.4K - $96.5K
|
3.46K
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.3KNew |
$305K - $326K
|
11.3K
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$136 - $145
|
15.4K
$452K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-164K- 94.77% |
$4.46M - $4.76M
|
9.06K
$266K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
149KNew |
$3.95M - $4.21M
|
149K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.31K- 4.15% |
$61.3K - $65.3K
|
53.4K
$1.57M
|
|