Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52.4KNew |
$1.44M - $1.57M
|
52.4K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.7K+ 55.4% |
$1.18M - $1.28M
|
120K
$3.73M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25KNew |
$688K - $748K
|
25K
$777K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.3K+ 230.48% |
$616K - $669K
|
32K
$997K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.3KNew |
$367K - $398K
|
13.3K
$414K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 7.76% |
$332K - $361K
|
167K
$5.21M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 8.81% |
$309K - $335K
|
138K
$4.3M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5KNew |
$288K - $313K
|
10.5K
$326K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.99KNew |
$193K - $209K
|
6.99K
$218K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.88KNew |
$190K - $206K
|
6.88K
$214K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.68KNew |
$157K - $170K
|
5.68K
$177K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.53KNew |
$125K - $136K
|
4.53K
$141K
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.77K+ 21.24% |
$104K - $113K
|
21.5K
$669K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.6KNew |
$99.3K - $108K
|
3.6K
$112K
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.09K+ 29.51% |
$85.3K - $92.7K
|
13.6K
$423K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7K+ 38528.57% |
$74.4K - $80.8K
|
2.7K
$84.2K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07KNew |
$57K - $62K
|
2.07K
$64.4K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$36.6K - $39.8K
|
1.33K
$41.4K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.21K+ 5.92% |
$33.3K - $36.2K
|
21.6K
$672K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
887New |
$24.5K - $26.6K
|
887
$27.6K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 9.79% |
$20.5K - $22.3K
|
8.34K
$260K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
422+ 6.25% |
$11.6K - $12.6K
|
7.18K
$224K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
397+ 0.73% |
$10.9K - $11.9K
|
54.9K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300+ 42.86% |
$8.27K - $8.99K
|
1K
$31.1K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
280+ 0.35% |
$7.72K - $8.39K
|
79.2K
$2.47M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
255New |
$7.03K - $7.64K
|
255
$7.94K
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32+ 0.1% |
$883 - $959
|
31K
$965K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-14- 0.17% |
$386 - $419
|
8.38K
$261K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-14- 7.82% |
$386 - $419
|
165
$5.14K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-120- 1.28% |
$3.31K - $3.6K
|
9.27K
$289K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-156- 0.32% |
$4.3K - $4.67K
|
47.9K
$1.49M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 1.1% |
$4.69K - $5.09K
|
15.3K
$475K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-174- 1.77% |
$4.8K - $5.21K
|
9.66K
$301K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-180- 0.61% |
$4.96K - $5.39K
|
29.2K
$908K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-377- 10.04% |
$10.4K - $11.3K
|
3.38K
$105K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-383- 1.93% |
$10.6K - $11.5K
|
19.4K
$605K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-384- 11.65% |
$10.6K - $11.5K
|
2.91K
$90.7K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 2.5% |
$13.8K - $15K
|
19.5K
$606K
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-530- 4.12% |
$14.6K - $15.9K
|
12.3K
$384K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-543- 2.02% |
$15K - $16.3K
|
26.3K
$819K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-575- 1.49% |
$15.9K - $17.2K
|
38K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-585- 2.04% |
$16.1K - $17.5K
|
28K
$873K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-623- 2.9% |
$17.2K - $18.7K
|
20.9K
$651K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-692- 5.68% |
$19.1K - $20.7K
|
11.5K
$358K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-914- 0.79% |
$25.2K - $27.4K
|
114K
$3.56M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.82K- 7.1% |
$50.3K - $54.6K
|
23.9K
$743K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.84K- 12.3% |
$50.7K - $55.1K
|
13.1K
$408K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.18K- 16.77% |
$60K - $65.2K
|
10.8K
$337K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.51K- 5.6% |
$69.1K - $75K
|
42.2K
$1.31M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.96K- 11.08% |
$81.6K - $88.6K
|
23.7K
$739K
|