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
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.8K- 25.33% |
$313K - $321K
|
31.9K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.9K- 83.9% |
$287K - $294K
|
1.9K
$61.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$41.8K - $42.9K
|
1.44K
$47K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.05K- 28.16% |
$262K - $269K
|
23.1K
$753K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 4.46% |
$10.1K - $10.4K
|
7.51K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 1.12% |
$1.88K - $1.93K
|
5.74K
$187K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$855 - $878
|
30
$977
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
12.3KNew |
$350K - $359K
|
12.3K
$400K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-523- 3.99% |
$14.9K - $15.3K
|
12.6K
$410K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
220K+ 453.1% |
$6.09M - $6.33M
|
269K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193KNew |
$5.32M - $5.53M
|
193K
$6.27M
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$231 - $251
|
9
$293
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$236K - $256K
|
9.2K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 10.0% |
$25.7K - $27.9K
|
11K
$358K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 5.12% |
$40.7K - $44.2K
|
32.6K
$1.06M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31KNew |
$795K - $813K
|
31K
$1.01M
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.87K- 12.73% |
$144K - $151K
|
40.2K
$1.31M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 73.39% |
$340K - $355K
|
32.7K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13New |
$319 - $334
|
13
$424
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-526- 1.11% |
$12.9K - $13.5K
|
46.8K
$1.53M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
696New |
$16.2K - $17.1K
|
696
$22.7K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-162- 1.18% |
$3.76K - $3.98K
|
13.5K
$441K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.25KNew |
$202K - $219K
|
9.25K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32New |
$700 - $758
|
32
$1.04K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
176New |
$3.85K - $4.17K
|
176
$5.73K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.7KNew |
$278K - $301K
|
12.7K
$415K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.13KNew |
$24.6K - $26.7K
|
1.13K
$36.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$345K - $395K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
14.9KNew |
$328K - $376K
|
14.9K
$487K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.95KClosed |
$42.8K - $48.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-34Closed |
$806 - $859
|
0
$0
|
|