Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.1KNew |
$1.27M - $1.33M
|
38.1K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 24.63% |
$686K - $718K
|
104K
$3.74M
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
19.2K+ 83.31% |
$641K - $671K
|
42.3K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9K+ 68.15% |
$397K - $416K
|
29.4K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$364K - $381K
|
10.9K
$393K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.2K+ 46.14% |
$342K - $357K
|
32.4K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
10.2KNew |
$340K - $355K
|
10.2K
$366K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.94KNew |
$298K - $312K
|
8.94K
$322K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.78K+ 46.73% |
$259K - $272K
|
24.4K
$879K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.78K+ 16.41% |
$126K - $132K
|
26.8K
$964K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.24K+ 274.57% |
$74.6K - $78.1K
|
3.05K
$110K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.03K+ 108.53% |
$34.4K - $36K
|
1.98K
$71.3K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
376+ 4.88% |
$12.5K - $13.1K
|
8.08K
$291K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
212+ 6.05% |
$7.07K - $7.41K
|
3.72K
$134K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
77New |
$2.57K - $2.69K
|
77
$2.77K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
59New |
$1.97K - $2.06K
|
59
$2.12K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-45- 0.28% |
$1.5K - $1.57K
|
15.8K
$569K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-68- 0.52% |
$2.27K - $2.38K
|
13K
$468K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-85- 48.85% |
$2.84K - $2.97K
|
89
$3.2K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-122- 0.47% |
$4.07K - $4.26K
|
25.8K
$928K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-190- 3.89% |
$6.34K - $6.64K
|
4.7K
$169K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 22.22% |
$6.67K - $6.99K
|
700
$25.2K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-345- 1.05% |
$11.5K - $12.1K
|
32.6K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.8K- 2.42% |
$60K - $62.8K
|
72.6K
$2.61M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 86.96% |
$66.7K - $69.9K
|
300
$10.8K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.76K- 4.54% |
$92.2K - $96.5K
|
58.1K
$2.09M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.95K- 36.87% |
$98.5K - $103K
|
5.05K
$182K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.21K- 15.16% |
$107K - $112K
|
18K
$647K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 41.55% |
$172K - $180K
|
7.27K
$262K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.5K- 12.66% |
$352K - $368K
|
72.8K
$2.62M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.1K- 73.62% |
$1.01M - $1.05M
|
10.8K
$389K
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-31.6K- 49.8% |
$1.06M - $1.1M
|
31.9K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.3K- 9.66% |
$1.25M - $1.3M
|
349K
$12.6M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-106K- 44.25% |
$3.53M - $3.7M
|
133K
$4.8M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-128K- 49.38% |
$4.26M - $4.46M
|
131K
$4.72M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.11M- 35.1% |
$36.9M - $38.7M
|
2.05M
$73.7M
|