Purchases and Sales Made in Q2 2025 in Innovator Etfs Tr U S Equity A (XDOC)
This table provides information about the institutional ownership of Innovator Etfs Tr U S Equity A (XDOC) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR U S EQUITY A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 230.65% |
$593K - $751K
|
33.3K
$1.1M
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
47+ 0.77% |
$1.2K - $1.52K
|
6.16K
$204K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13+ 0.28% |
$332 - $421
|
4.66K
$155K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-286- 2.14% |
$7.31K - $9.25K
|
13.1K
$434K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-539- 18.28% |
$13.8K - $17.4K
|
2.41K
$80K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.1K- 30.61% |
$28.2K - $35.7K
|
2.5K
$83K
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 60.88% |
$450K - $570K
|
11.3K
$376K
|