Purchases and Sales Made in Q1 2023 in Innovator Etfs Tr Us Equity Ac (XBOC)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBOC) during Q1 2023. 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 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
63.7KNew |
$1.48M - $1.57M
|
63.7K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 18.19% |
$544K - $576K
|
152K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 81.15% |
$437K - $463K
|
42K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.19K+ 21.61% |
$190K - $201K
|
46.1K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.92K+ 2.55% |
$137K - $145K
|
238K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 1.98% |
$96.1K - $102K
|
214K
$6.47M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.94K+ 21.19% |
$91.4K - $96.8K
|
22.5K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.62K+ 3.25% |
$60.9K - $64.5K
|
83.3K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.07% |
$30.5K - $32.3K
|
124K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
696New |
$16.2K - $17.1K
|
696
$21.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
335+ 0.71% |
$7.78K - $8.23K
|
47.4K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 0.06% |
$1.3K - $1.38K
|
93.5K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-162- 1.18% |
$3.76K - $3.98K
|
13.5K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 13.24% |
$52.2K - $55.3K
|
14.7K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 7.91% |
$68.1K - $72.1K
|
34.1K
$1.03M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.6K- 18.95% |
$83.6K - $88.5K
|
15.4K
$467K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56.1K- 30.35% |
$1.3M - $1.38M
|
129K
$3.9M
|