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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
21.7K+ 120.91% |
$628K - $645K
|
39.6K
$1.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.3K- 14.75% |
$182K - $187K
|
36.4K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$29 - $29.7
|
1
$30.5
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.8K- 25.33% |
$313K - $321K
|
31.9K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.69K+ 14.77% |
$107K - $110K
|
28.7K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
766+ 40.83% |
$22.2K - $22.8K
|
2.64K
$80.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
31.3K+ 33.25% |
$906K - $930K
|
125K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83K+ 317.39% |
$52.9K - $54.3K
|
2.4K
$73.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1+ 0.01% |
$29 - $29.7
|
7.09K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.4KNew |
$388K - $399K
|
13.4K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
14.9KNew |
$431K - $442K
|
14.9K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2K+ 137.63% |
$411K - $422K
|
24.5K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-686- 44.34% |
$19.9K - $20.4K
|
861
$26.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.9K- 83.9% |
$287K - $294K
|
1.9K
$57.9K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.49K+ 19.16% |
$101K - $104K
|
21.7K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 2.35% |
$13K - $13.4K
|
19.6K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.69K- 3.09% |
$136K - $139K
|
147K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.4K- 8.03% |
$1.08M - $1.11M
|
428K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.1K- 7.03% |
$206K - $211K
|
93.9K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
838+ 3.95% |
$24.3K - $24.9K
|
22.1K
$673K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$41.8K - $42.9K
|
1.44K
$44K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270New |
$7.82K - $8.03K
|
270
$8.23K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.05K- 28.16% |
$262K - $269K
|
23.1K
$704K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.62K- 1.36% |
$46.8K - $48.1K
|
118K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 4.46% |
$10.1K - $10.4K
|
7.51K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
200New |
$5.79K - $5.95K
|
200
$6.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 1.12% |
$1.88K - $1.93K
|
5.74K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
11.6KNew |
$335K - $343K
|
11.6K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 4.29% |
$67.3K - $69.1K
|
51.9K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.84K- 4.92% |
$53.2K - $54.6K
|
35.5K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.83K+ 4903.89% |
$256K - $263K
|
9.01K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
17+ 0.13% |
$492 - $506
|
12.9K
$394K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$484K - $497K
|
17K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$855 - $878
|
30
$915
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26.1K- 54.79% |
$745K - $765K
|
21.6K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.84K+ 22.35% |
$52.5K - $53.9K
|
10.1K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
12.3KNew |
$350K - $359K
|
12.3K
$374K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-523- 3.99% |
$14.9K - $15.3K
|
12.6K
$384K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193KNew |
$5.32M - $5.53M
|
193K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
220K+ 453.1% |
$6.09M - $6.33M
|
269K
$8.2M
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$231 - $251
|
9
$274
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
31.5KNew |
$809K - $879K
|
31.5K
$962K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$236K - $256K
|
9.2K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 10.0% |
$25.7K - $27.9K
|
11K
$335K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 5.12% |
$40.7K - $44.2K
|
32.6K
$993K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31KNew |
$795K - $813K
|
31K
$945K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.6K- 20.78% |
$169K - $173K
|
25.2K
$767K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.87K- 12.73% |
$144K - $151K
|
40.2K
$1.23M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 73.39% |
$340K - $355K
|
32.7K
$995K
|
|