Latest Institutional Transactions on Innovator Etfs Tr Us Equity Ac (XBJL)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Us Equity Ac (XBJL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
185KNew |
$5.24M - $5.41M
|
185K
$6.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.19KNew |
$119K - $123K
|
4.19K
$143K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6.02KNew |
$171K - $176K
|
6.02K
$206K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.15KNew |
$203K - $210K
|
7.15K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.89KNew |
$139K - $143K
|
4.89K
$167K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4KClosed |
$310K - $328K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.97KNew |
$109K - $115K
|
3.97K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 81.68% |
$1.27M - $1.34M
|
10.4K
$356K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03KNew |
$24.6K - $27.1K
|
1.03K
$35.1K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
651New |
$15.7K - $17.2K
|
651
$22.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$299K - $328K
|
12.4K
$425K
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.3KClosed |
$290K - $307K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
206KNew |
$5.28M - $5.6M
|
206K
$7.06M
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
582New |
$14.8K - $15.3K
|
582
$19.9K
|
|