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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 5.95% |
$34.6K - $35.5K
|
17.4K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$787K - $806K
|
25K
$900K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47KNew |
$44.5K - $46.5K
|
1.47K
$52.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.03K+ 0.96% |
$61.5K - $64.3K
|
214K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
171KNew |
$5.18M - $5.41M
|
171K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
694+ 8.06% |
$21K - $22K
|
9.3K
$335K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.9KNew |
$52.8K - $58.2K
|
1.9K
$68.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$305 - $337
|
11
$396
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
22.7KNew |
$631K - $696K
|
22.7K
$818K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.76KNew |
$216K - $238K
|
7.76K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6.8KNew |
$189K - $208K
|
6.8K
$245K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.29K+ 5.04% |
$258K - $285K
|
194K
$6.98M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$56.8K - $58.7K
|
2K
$72K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
185KNew |
$5.24M - $5.41M
|
185K
$6.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.19KNew |
$119K - $123K
|
4.19K
$151K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6.02KNew |
$171K - $176K
|
6.02K
$217K
|
|
| 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
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 81.68% |
$1.27M - $1.34M
|
10.4K
$375K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03KNew |
$24.6K - $27.1K
|
1.03K
$37K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
651New |
$15.7K - $17.2K
|
651
$23.4K
|
|
| 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
$7.43M
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
582New |
$14.8K - $15.3K
|
582
$21K
|
|