Purchases and Sales Made in Q1 2024 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.15K- 25.91% |
$189K - $202K
|
20.4K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7.71K- 16.74% |
$204K - $218K
|
38.4K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-11K- 19.3% |
$290K - $310K
|
45.8K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11K- 4.95% |
$291K - $310K
|
211K
$5.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 10.96% |
$320K - $341K
|
98.1K
$2.74M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 5.97% |
$470K - $501K
|
279K
$7.81M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-53.5K- 69.01% |
$1.42M - $1.51M
|
24K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 39.29% |
$3M - $3.2M
|
175K
$4.89M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-159K- 63.72% |
$4.21M - $4.49M
|
90.6K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-274K- 94.64% |
$7.25M - $7.73M
|
15.5K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-636K- 78.59% |
$16.9M - $18M
|
173K
$4.85M
|