Purchases and Sales Made in Q2 2023 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.5K+ 26.36% |
$591K - $624K
|
113K
$3.15M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
21.8K+ 10.5% |
$549K - $579K
|
230K
$6.42M
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
19.5K+ 17.58% |
$490K - $517K
|
130K
$3.65M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 113.37% |
$418K - $441K
|
31.3K
$875K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
16.4KNew |
$413K - $436K
|
16.4K
$459K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$355K - $374K
|
14.1K
$394K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 29.46% |
$331K - $350K
|
57.9K
$1.62M
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$274K - $289K
|
10.9K
$304K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 7.77% |
$263K - $278K
|
145K
$4.06M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.08K+ 11.06% |
$178K - $188K
|
71.1K
$1.99M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 4.62% |
$135K - $142K
|
121K
$3.38M
|
|
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
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.6KNew |
$90.5K - $95.5K
|
3.6K
$101K
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.54K+ 6.81% |
$89.1K - $94K
|
55.6K
$1.55M
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 8.25% |
$43.9K - $46.3K
|
22.9K
$641K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.64KNew |
$41.1K - $43.4K
|
1.64K
$45.7K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 136.46% |
$36.2K - $38.2K
|
2.5K
$69.8K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.25KNew |
$31.4K - $33.2K
|
1.25K
$35K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
585+ 1.86% |
$14.7K - $15.5K
|
32K
$895K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
190+ 2.4% |
$4.78K - $5.04K
|
8.1K
$226K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 0.03% |
$176 - $186
|
27.5K
$769K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83- 0.41% |
$2.09K - $2.2K
|
20.1K
$563K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-437- 2.62% |
$11K - $11.6K
|
16.2K
$454K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-988- 0.38% |
$24.8K - $26.2K
|
261K
$7.3M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.14K- 4.8% |
$28.7K - $30.3K
|
22.6K
$632K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.23K- 13.54% |
$30.9K - $32.6K
|
7.85K
$219K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 13.19% |
$31.7K - $33.4K
|
8.29K
$232K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.35K- 1.58% |
$33.9K - $35.7K
|
83.7K
$2.34M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.62K- 10.59% |
$40.8K - $43.1K
|
13.7K
$383K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 11.79% |
$43.1K - $45.5K
|
12.8K
$359K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.02K- 13.3% |
$50.8K - $53.6K
|
13.2K
$368K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.93K- 4.84% |
$149K - $157K
|
117K
$3.26M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.89K- 29.54% |
$249K - $262K
|
23.6K
$659K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-10.7K- 39.63% |
$269K - $284K
|
16.3K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.6K- 24.9% |
$418K - $442K
|
50.2K
$1.4M
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-17.8K- 69.28% |
$447K - $471K
|
7.87K
$220K
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-24.5K- 73.7% |
$615K - $649K
|
8.73K
$244K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-178K- 61.97% |
$4.47M - $4.72M
|
109K
$3.05M
|