Purchases and Sales Made in Q4 2023 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
285K+ 1321.08% |
$7.07M - $7.74M
|
306K
$8.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
228K+ 39.2% |
$5.66M - $6.2M
|
810K
$22.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
214KNew |
$5.3M - $5.81M
|
214K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
46.1KNew |
$1.14M - $1.25M
|
46.1K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
46KNew |
$1.14M - $1.25M
|
46K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.9KNew |
$1.04M - $1.14M
|
41.9K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.3KNew |
$753K - $825K
|
30.3K
$838K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
23.5KNew |
$583K - $638K
|
23.5K
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 13.81% |
$567K - $621K
|
188K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 9.44% |
$534K - $585K
|
250K
$6.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5KNew |
$359K - $394K
|
14.5K
$400K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
13.7K+ 98.71% |
$340K - $373K
|
27.6K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.69K+ 21.07% |
$241K - $263K
|
55.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.84KNew |
$219K - $240K
|
8.84K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.81K+ 27.41% |
$219K - $239K
|
41K
$1.13M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.67KNew |
$215K - $236K
|
8.67K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.4KNew |
$209K - $228K
|
8.4K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.89KNew |
$196K - $215K
|
7.89K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.85KNew |
$195K - $213K
|
7.85K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04K+ 17.96% |
$100K - $110K
|
26.5K
$733K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$99.3K - $109K
|
4K
$111K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.82K+ 16.61% |
$94.9K - $104K
|
26.8K
$741K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.72K+ 15.71% |
$92.3K - $101K
|
27.4K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.85KNew |
$70.7K - $77.5K
|
2.85K
$78.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 6.32% |
$31.9K - $35K
|
21.6K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 9.34% |
$31.5K - $34.5K
|
14.9K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
426+ 5.3% |
$10.6K - $11.6K
|
8.47K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388New |
$9.63K - $10.5K
|
388
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$422 - $462
|
17
$470
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-24- 0.1% |
$596 - $652
|
23.9K
$660K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-372- 1.75% |
$9.23K - $10.1K
|
20.9K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-770- 0.28% |
$19.1K - $20.9K
|
275K
$7.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-885- 7.62% |
$22K - $24.1K
|
10.7K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-913- 0.36% |
$22.7K - $24.8K
|
254K
$7.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 1.51% |
$27.6K - $30.2K
|
72.4K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.34K- 46.29% |
$33.3K - $36.4K
|
1.56K
$43K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.37K- 3.27% |
$34.1K - $37.3K
|
40.6K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.44K- 8.51% |
$35.8K - $39.2K
|
15.5K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.82K- 6.63% |
$45.2K - $49.5K
|
25.6K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 11.39% |
$49.6K - $54.4K
|
15.6K
$430K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 4.08% |
$52.8K - $57.8K
|
50K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 1.31% |
$94.9K - $104K
|
288K
$7.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.91K- 1.34% |
$97.1K - $106K
|
289K
$7.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.08K- 3.15% |
$101K - $111K
|
125K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 18.42% |
$103K - $113K
|
18.4K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.38K- 31.31% |
$109K - $119K
|
9.62K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.17K- 2.28% |
$128K - $141K
|
222K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.83K- 1.92% |
$145K - $159K
|
297K
$8.21M
|