Purchases and Sales Made in Q4 2022 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q4 2022. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.34MNew |
$28.4M - $32.5M
|
1.34M
$37.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
89.6KNew |
$1.9M - $2.18M
|
89.6K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7K+ 8.08% |
$990K - $1.13M
|
624K
$17.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46.3K+ 37.62% |
$982K - $1.12M
|
169K
$4.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 231.77% |
$773K - $884K
|
52.1K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.7KNew |
$651K - $745K
|
30.7K
$852K
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
23.5K+ 100.0% |
$499K - $571K
|
47K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.2K+ 1224.99% |
$493K - $565K
|
25.1K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.7KNew |
$311K - $356K
|
14.7K
$407K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.6KNew |
$267K - $306K
|
12.6K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$242K - $277K
|
11.4K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 29.53% |
$232K - $266K
|
48K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 29.36% |
$217K - $249K
|
45.1K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.6KNew |
$204K - $233K
|
9.6K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.38KNew |
$199K - $228K
|
9.38K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.56KNew |
$182K - $208K
|
8.56K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
8.53KNew |
$181K - $207K
|
8.53K
$237K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.52KNew |
$181K - $207K
|
8.52K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.57K+ 67.48% |
$139K - $160K
|
16.3K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.76K+ 44.5% |
$122K - $140K
|
18.7K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.29KNew |
$91.1K - $104K
|
4.29K
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.76K+ 18.73% |
$79.7K - $91.2K
|
23.8K
$661K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.69K+ 23.0% |
$78.2K - $89.5K
|
19.7K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
3K+ 21.96% |
$63.7K - $72.9K
|
16.7K
$463K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 65.13% |
$47.5K - $54.3K
|
5.67K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
989+ 5.99% |
$21K - $24K
|
17.5K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.12K - $2.43K
|
100
$2.78K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85New |
$1.8K - $2.07K
|
85
$2.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75New |
$1.59K - $1.82K
|
75
$2.08K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-256- 2.7% |
$5.43K - $6.22K
|
9.24K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-662- 2.5% |
$14.1K - $16.1K
|
25.8K
$717K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-767- 0.37% |
$16.3K - $18.6K
|
208K
$5.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-785- 7.16% |
$16.7K - $19.1K
|
10.2K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 1.08% |
$27.2K - $31.2K
|
118K
$3.27M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.24K- 15.02% |
$47.6K - $54.5K
|
12.7K
$353K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 10.69% |
$52.5K - $60.1K
|
20.7K
$574K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.36K- 2.92% |
$71.3K - $81.6K
|
112K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.89K- 1.25% |
$104K - $119K
|
385K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11.3K- 24.85% |
$239K - $274K
|
34K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.8K- 90.62% |
$272K - $311K
|
1.32K
$36.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19K- 40.14% |
$403K - $461K
|
28.3K
$786K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-19K- 6.73% |
$403K - $461K
|
263K
$7.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 7.47% |
$516K - $591K
|
301K
$8.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-40.4KClosed |
$858K - $982K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.3K- 38.28% |
$2.02M - $2.32M
|
154K
$4.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218K- 40.15% |
$4.63M - $5.3M
|
325K
$9.04M
|