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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 6.32% |
$31.9K - $35K
|
21.6K
$605K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 29.19% |
$84.3K - $88.6K
|
8.07K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 14.93% |
$2.54K - $2.67K
|
770
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.9KNew |
$328K - $345K
|
12.9K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-27- 75.0% |
$685 - $720
|
9
$252
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
28.6K+ 175.96% |
$724K - $761K
|
44.8K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.27KNew |
$210K - $220K
|
8.27K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$373K - $392K
|
14.7K
$411K
|
|
|
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
$34.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$310K - $326K
|
12.2K
$342K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.28K+ 37.56% |
$108K - $114K
|
15.7K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.25KNew |
$31.4K - $33.2K
|
1.25K
$35K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.6KNew |
$90.5K - $95.5K
|
3.6K
$101K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.64KNew |
$41.1K - $43.4K
|
1.64K
$45.7K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13KNew |
$310K - $330K
|
13K
$363K
|
|
| 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
$2.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 29.36% |
$217K - $249K
|
45.1K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75New |
$1.59K - $1.82K
|
75
$2.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
8.53KNew |
$181K - $207K
|
8.53K
$238K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
89.6KNew |
$1.9M - $2.18M
|
89.6K
$2.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.6KNew |
$204K - $233K
|
9.6K
$268K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.24K- 15.02% |
$47.6K - $54.5K
|
12.7K
$355K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25KNew |
$26.5K - $29.7K
|
1.25K
$35K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-250- 0.62% |
$5.29K - $5.94K
|
40.1K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
33.4KNew |
$708K - $795K
|
33.4K
$935K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.33MNew |
$28.2M - $31.7M
|
1.33M
$37.3M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
604+ 4.5% |
$13.6K - $14.5K
|
14K
$392K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$22.5 - $24
|
20.7K
$580K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
10.1KNew |
$228K - $243K
|
10.1K
$284K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.8KNew |
$588K - $636K
|
25.8K
$721K
|
|
|
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
$350K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4KNew |
$96.2K - $99.2K
|
4K
$112K
|
|
|
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
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
284+ 34.38% |
$6.75K - $6.92K
|
1.11K
$31K
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-13.9KClosed |
$330K - $338K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.6KClosed |
$238K - $246K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20.6KClosed |
$464K - $480K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$18.9 - $23.9
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-226KClosed |
$4.27M - $5.41M
|
0
$0
|
|