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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$388K - $413K
|
14.6K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 6.52% |
$15.9K - $16.9K
|
9.8K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120New |
$3.18K - $3.39K
|
120
$3.52K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-159K- 63.72% |
$4.21M - $4.49M
|
90.6K
$2.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.15K- 25.91% |
$189K - $202K
|
20.4K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.78K- 42.95% |
$153K - $163K
|
7.68K
$225K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5KNew |
$359K - $394K
|
14.5K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$422 - $462
|
17
$498
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388New |
$9.63K - $10.5K
|
388
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$99.3K - $109K
|
4K
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
46KNew |
$1.14M - $1.25M
|
46K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 1.51% |
$27.6K - $30.2K
|
72.4K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.25K- 8.15% |
$180K - $197K
|
81.7K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 6.32% |
$31.9K - $35K
|
21.6K
$635K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 14.93% |
$2.54K - $2.67K
|
770
$22.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.9KNew |
$328K - $345K
|
12.9K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-27- 75.0% |
$685 - $720
|
9
$264
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.27KNew |
$210K - $220K
|
8.27K
$243K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$373K - $392K
|
14.7K
$431K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400+ 48.78% |
$10.1K - $10.7K
|
1.22K
$35.8K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.6KNew |
$90.5K - $95.5K
|
3.6K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.25KNew |
$31.4K - $33.2K
|
1.25K
$36.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.64KNew |
$41.1K - $43.4K
|
1.64K
$47.9K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-40.4KClosed |
$858K - $982K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.12K - $2.43K
|
100
$2.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 29.36% |
$217K - $249K
|
45.1K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
8.53KNew |
$181K - $207K
|
8.53K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
89.6KNew |
$1.9M - $2.18M
|
89.6K
$2.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.6KNew |
$204K - $233K
|
9.6K
$281K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.24K- 15.02% |
$47.6K - $54.5K
|
12.7K
$372K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25KNew |
$26.5K - $29.7K
|
1.25K
$36.7K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-250- 0.62% |
$5.29K - $5.94K
|
40.1K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
33.4KNew |
$708K - $795K
|
33.4K
$981K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.33MNew |
$28.2M - $31.7M
|
1.33M
$39.1M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
604+ 4.5% |
$13.6K - $14.5K
|
14K
$411K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$22.5 - $24
|
20.7K
$608K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
10.1KNew |
$228K - $243K
|
10.1K
$297K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.8KNew |
$588K - $636K
|
25.8K
$756K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-815Closed |
$18.6K - $20.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-9.96KClosed |
$227K - $245K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.34K- 42.7% |
$213K - $230K
|
12.5K
$367K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4KNew |
$96.2K - $99.2K
|
4K
$117K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.55KClosed |
$206K - $212K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57.1KClosed |
$1.39M - $1.4M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.2KClosed |
$368K - $372K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12.5KClosed |
$304K - $307K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.89KClosed |
$44.9K - $46K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.5KClosed |
$35.7K - $36.5K
|
0
$0
|
|