Latest Institutional Transactions on Innovator 20+ Year Treasury Bo (TBJL)
This table provides information on the latest institutional transactions involving Innovator 20+ Year Treasury Bo (TBJL) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-975- 3.48% |
$19.1K - $20K
|
27K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
33.5KNew |
$656K - $688K
|
33.5K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
202New |
$3.96K - $4.15K
|
202
$4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3KNew |
$593K - $622K
|
30.3K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $252K
|
12.3K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.93KNew |
$96.4K - $101K
|
4.93K
$97.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 35.2% |
$242K - $254K
|
22.8K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
764+ 5.75% |
$15K - $15.7K
|
14K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-821K- 95.59% |
$16.1M - $16.9M
|
37.9K
$749K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
752KNew |
$14.7M - $15.5M
|
752K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-697- 0.61% |
$13.6K - $14.3K
|
114K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
687+ 8.6% |
$13.5K - $14.1K
|
8.67K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
320New |
$6.27K - $6.58K
|
320
$6.33K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-39K- 21.89% |
$764K - $802K
|
139K
$2.75M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5KNew |
$96.6K - $102K
|
5K
$98.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.58K- 37.16% |
$147K - $155K
|
12.8K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 4.9% |
$25.8K - $27.3K
|
28.5K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-70K- 87.5% |
$1.35M - $1.43M
|
10K
$198K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.1KNew |
$275K - $296K
|
14.1K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
369New |
$7.22K - $7.77K
|
369
$7.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13KNew |
$22.2K - $23.9K
|
1.13K
$22.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
250New |
$4.89K - $5.27K
|
250
$4.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
344New |
$6.73K - $7.25K
|
344
$6.8K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$19.3K - $21.2K
|
986
$19.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.76K- 13.16% |
$113K - $124K
|
38K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
58.9KNew |
$1.16M - $1.27M
|
58.9K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
88.6KNew |
$1.74M - $1.9M
|
88.6K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.24KNew |
$24.3K - $26.6K
|
1.24K
$24.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-211K- 89.17% |
$4.15M - $4.54M
|
25.7K
$508K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
563New |
$11K - $12.1K
|
563
$11.1K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
86New |
$1.64K - $1.75K
|
86
$1.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.26M- 99.71% |
$24M - $25.7M
|
3.7K
$73.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
69New |
$1.32K - $1.41K
|
69
$1.36K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220New |
$4.27K - $4.44K
|
220
$4.35K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57New |
$1.11K - $1.15K
|
57
$1.13K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$8.86K - $10.2K
|
500
$9.89K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
272New |
$5.06K - $5.57K
|
272
$5.38K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$20K - $20.9K
|
1K
$19.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.85KNew |
$36.9K - $38.5K
|
1.85K
$36.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.3KNew |
$526K - $549K
|
26.3K
$520K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-244- 72.19% |
$5.56K - $5.91K
|
94
$1.86K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.18KClosed |
$209K - $222K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.01KClosed |
$22.5K - $24.9K
|
0
$0
|
|