Latest Institutional Purchases of Innovator Etfs Tr Us Equity Ac (XBOC)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr Us Equity Ac (XBOC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
11.6KNew |
$335K - $343K
|
11.6K
$343K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.83K+ 4903.89% |
$256K - $263K
|
9.01K
$268K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$41.8K - $42.9K
|
1.44K
$42.9K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
838+ 3.95% |
$24.3K - $24.9K
|
22.1K
$656K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270New |
$7.82K - $8.03K
|
270
$8.03K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
200New |
$5.79K - $5.95K
|
200
$5.95K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
17+ 0.13% |
$492 - $506
|
12.9K
$385K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$484K - $497K
|
17K
$505K
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
12.3KNew |
$350K - $359K
|
12.3K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.07K+ 46.34% |
$173K - $177K
|
19.2K
$570K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.84K+ 22.35% |
$52.5K - $53.9K
|
10.1K
$300K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.28K+ 7.56% |
$36.5K - $37.5K
|
18.2K
$542K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
680+ 78.43% |
$19.4K - $19.9K
|
1.55K
$46K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
575New |
$16.4K - $16.8K
|
575
$17.1K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106+ 0.02% |
$3.02K - $3.1K
|
466K
$13.8M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 1.85% |
$969 - $995
|
1.88K
$55.8K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$855 - $878
|
30
$892
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
220K+ 453.1% |
$6.09M - $6.33M
|
269K
$8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193KNew |
$5.32M - $5.53M
|
193K
$5.73M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$691K - $718K
|
25K
$744K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1K+ 5.7% |
$27.7K - $28.8K
|
18.6K
$553K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
31.5KNew |
$809K - $879K
|
31.5K
$938K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$236K - $256K
|
9.2K
$274K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 5.12% |
$40.7K - $44.2K
|
32.6K
$969K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 10.0% |
$25.7K - $27.9K
|
11K
$327K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$231 - $251
|
9
$268
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31KNew |
$795K - $813K
|
31K
$921K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 73.39% |
$340K - $355K
|
32.7K
$971K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13New |
$319 - $334
|
13
$387
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
696New |
$16.2K - $17.1K
|
696
$20.7K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.7KNew |
$278K - $301K
|
12.7K
$379K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.25KNew |
$202K - $219K
|
9.25K
$275K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.13KNew |
$24.6K - $26.7K
|
1.13K
$33.5K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
176New |
$3.85K - $4.17K
|
176
$5.23K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32New |
$700 - $758
|
32
$952
|
|
Q2 2022 | |||||||
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
14.9KNew |
$328K - $376K
|
14.9K
$444K
|