Latest Institutional Transactions on Innovator Etfs Tr Us Equity Ac (XBJA)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Us Equity Ac (XBJA) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.1K+ 6.25% |
$352K - $370K
|
222K
$6.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.75K- 1.88% |
$47.1K - $49.5K
|
90.9K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-872- 1.23% |
$23.5K - $24.7K
|
69.9K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118- 1.35% |
$3.18K - $3.34K
|
8.6K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.11K- 6.39% |
$83.9K - $88.2K
|
45.6K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-23.8K- 10.89% |
$641K - $673K
|
194K
$5.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.36K+ 4924.21% |
$252K - $265K
|
9.55K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-79.6K- 70.27% |
$2.15M - $2.26M
|
33.7K
$958K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.33K- 8.1% |
$220K - $231K
|
94.6K
$2.69M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.92K- 1.55% |
$209K - $219K
|
504K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6K+ 115.44% |
$571K - $599K
|
40.4K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.63K+ 2.57% |
$43K - $45.1K
|
65K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.29K- 3.66% |
$34.1K - $35.7K
|
34K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 2.49% |
$37.9K - $39.8K
|
56.3K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.6K+ 33.41% |
$306K - $321K
|
46.4K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.99K+ 18.59% |
$52.6K - $55.1K
|
12.7K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 14.01% |
$450K - $472K
|
105K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.4KNew |
$275K - $288K
|
10.4K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.42KNew |
$196K - $205K
|
7.42K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.74K+ 5.8% |
$231K - $242K
|
159K
$4.54M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.23KNew |
$133K - $141K
|
5.23K
$149K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 6.9% |
$5.09K - $5.39K
|
2.7K
$76.8K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$428K - $454K
|
16.8K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.9KNew |
$227K - $240K
|
8.9K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
189KNew |
$4.81M - $5.09M
|
189K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
108K+ 50.47% |
$2.75M - $2.91M
|
321K
$9.14M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-116K- 80.16% |
$2.94M - $3.12M
|
28.6K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 104.43% |
$478K - $506K
|
36.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
378New |
$9.63K - $10.2K
|
378
$10.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-94- 43.52% |
$2.39K - $2.54K
|
122
$3.47K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.08K+ 3.91% |
$129K - $137K
|
135K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390+ 16.99% |
$9.93K - $10.5K
|
2.69K
$76.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
116New |
$2.82K - $2.99K
|
116
$3.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 17.14% |
$48.6K - $51.5K
|
9.67K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
11.4KNew |
$278K - $294K
|
11.4K
$325K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40New |
$981 - $1K
|
40
$1.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$325K - $332K
|
13.3K
$377K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.97KNew |
$244K - $250K
|
9.97K
$284K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-66.2K- 72.43% |
$1.54M - $1.63M
|
25.2K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19.9KNew |
$464K - $490K
|
19.9K
$567K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
250+ 8.33% |
$5.47K - $5.83K
|
3.25K
$92.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
451New |
$9.87K - $10.5K
|
451
$12.8K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.95KNew |
$196K - $209K
|
8.95K
$255K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10KNew |
$219K - $233K
|
10K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5K+ 10.0% |
$32.8K - $35K
|
16.5K
$469K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.97KNew |
$204K - $230K
|
9.97K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-200- 1.36% |
$4.1K - $4.62K
|
14.5K
$413K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.14K+ 36.17% |
$106K - $121K
|
19.4K
$551K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
25.6KNew |
$530K - $621K
|
25.6K
$727K
|
|