Purchases and Sales Made in Q1 2023 in Innovator Etfs Tr Us Equity Ac (XBJL)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJL) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR US EQUITY AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.4KNew |
$290K - $311K
|
11.4K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.02K+ 10.16% |
$205K - $220K
|
87K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.69K+ 39.09% |
$145K - $156K
|
20.2K
$693K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45K+ 29.22% |
$62.6K - $67.1K
|
10.8K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 1.27% |
$49.7K - $53.3K
|
155K
$5.3M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
815+ 1.58% |
$20.8K - $22.3K
|
52.5K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$10.2K - $11K
|
400
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-170- 89.47% |
$4.34K - $4.65K
|
20
$684
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.24K- 18.04% |
$82.7K - $88.7K
|
14.7K
$503K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-4.98K- 10.77% |
$127K - $136K
|
41.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.01K- 28.16% |
$179K - $192K
|
17.9K
$612K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.38K- 36.45% |
$188K - $202K
|
12.9K
$440K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.3K- 55.41% |
$262K - $281K
|
8.25K
$282K
|