Purchases and Sales Made in Q4 2023 in Innovator 20+ Year Treasury Bo (TBJL)
This table provides information about the institutional ownership of Innovator 20+ Year Treasury Bo (TBJL) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR 20+ YEAR TREASURY BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.06K+ 12.01% |
$107K - $124K
|
56.5K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
806+ 4.71% |
$14.3K - $16.5K
|
17.9K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
558+ 1.09% |
$9.88K - $11.4K
|
51.7K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$8.86K - $10.2K
|
500
$9.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
276+ 50.46% |
$4.89K - $5.64K
|
823
$16.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
153New |
$2.71K - $3.13K
|
153
$3.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-826- 0.99% |
$14.6K - $16.9K
|
82.4K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-7.74K- 13.48% |
$137K - $158K
|
49.7K
$993K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.5K- 0.45% |
$186K - $214K
|
2.32M
$46.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-143K- 9.93% |
$2.54M - $2.93M
|
1.3M
$26M
|