Latest Institutional Transactions on Innovator Etfs Tr Us Equity Ac (XBOC)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Us Equity Ac (XBOC) 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 |
---|---|---|---|---|---|---|---|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.9KNew |
$319K - $337K
|
10.9K
$339K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.1KNew |
$297K - $313K
|
10.1K
$315K
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.71K+ 7.51% |
$109K - $115K
|
53.1K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-363- 1.16% |
$10.7K - $11.3K
|
31.1K
$969K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.24K+ 35.25% |
$36.5K - $38.6K
|
4.77K
$149K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.2K+ 17.31% |
$123K - $130K
|
28.5K
$888K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
599+ 24.96% |
$17.6K - $18.6K
|
3K
$93.5K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
109+ 1.51% |
$3.2K - $3.38K
|
7.33K
$229K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$425K - $449K
|
14.5K
$452K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$230K - $243K
|
7.83K
$244K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.39K+ 69.72% |
$99.4K - $105K
|
8.24K
$257K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.76K- 2.29% |
$51.8K - $54.7K
|
75.1K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40+ 0.2% |
$1.17K - $1.24K
|
20.1K
$627K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.87K- 97.81% |
$143K - $151K
|
109
$3.4K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$29.4 - $31
|
2.65K
$82.6K
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
807+ 6.73% |
$23.7K - $25K
|
12.8K
$399K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
87New |
$2.55K - $2.7K
|
87
$2.71K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.05K+ 5.21% |
$148K - $157K
|
102K
$3.18M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.3K+ 50.51% |
$361K - $381K
|
36.7K
$1.14M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.95K- 95.63% |
$263K - $278K
|
409
$12.8K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 4.87% |
$70.2K - $74.1K
|
46.7K
$1.46M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
200+ 28.57% |
$5.87K - $6.2K
|
900
$28.1K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.24K- 53.88% |
$95.1K - $100K
|
2.77K
$86.5K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.6K- 17.14% |
$1.4M - $1.48M
|
230K
$7.18M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
40.8KNew |
$1.2M - $1.27M
|
40.8K
$1.27M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-86- 0.07% |
$2.52K - $2.67K
|
117K
$3.63M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.84K+ 47.13% |
$260K - $274K
|
27.6K
$861K
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
38.3K+ 331.24% |
$1.12M - $1.19M
|
49.8K
$1.55M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
777+ 2.81% |
$22.8K - $24.1K
|
28.4K
$887K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 4.1% |
$35.5K - $37.5K
|
28.3K
$881K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.24K- 8.9% |
$65.7K - $69.4K
|
22.9K
$714K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
13.6K+ 28.77% |
$398K - $420K
|
60.6K
$1.89M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
23.1K+ 2.17% |
$677K - $715K
|
1.09M
$33.9M
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-7.22K- 40.65% |
$212K - $224K
|
10.5K
$329K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.56K+ 5.03% |
$193K - $201K
|
137K
$4.27M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$3.71K - $3.85K
|
126
$3.93K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.05K- 16.63% |
$178K - $185K
|
30.3K
$946K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$5.8K - $6.02K
|
197
$6.14K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3K- 22.39% |
$88.4K - $91.7K
|
10.4K
$324K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.69K- 12.87% |
$109K - $113K
|
25K
$780K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-72- 26.67% |
$2.12K - $2.2K
|
198
$6.17K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.7KNew |
$580K - $602K
|
19.7K
$614K
|
|
Q3 2024 | |||||||
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
21.7K+ 120.91% |
$628K - $645K
|
39.6K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.8K- 25.33% |
$313K - $321K
|
31.9K
$993K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.9K- 83.9% |
$287K - $294K
|
1.9K
$59.2K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$41.8K - $42.9K
|
1.44K
$45K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.05K- 28.16% |
$262K - $269K
|
23.1K
$720K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 4.46% |
$10.1K - $10.4K
|
7.51K
$234K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 1.12% |
$1.88K - $1.93K
|
5.74K
$179K
|