Berger Financial Group, Inc Innovator Etfs Tr Transaction History

Berger Financial Group, Inc

$1.39 Billion
Q4 2025

A detailed history of Berger Financial Group, Inc transactions in Innovator Etfs Tr stock. As of the latest transaction made, Berger Financial Group, Inc holds 209,736 shares of IJUL stock, worth $6.9 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

209,736

Previous 210,985 0.59%

Holding current value

$6.9 Million

Previous $6.9 Million 0.1%

% of portfolio

0.5%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$32.46 - $33.16 $40,542 - $41,416	-1,249 Reduced 0.59%	209,736 $6.9 Million
Q3 2025 Oct 14, 2025	BUY	$31.5 - $32.72 $384,174 - $399,053	12,196 Added 6.14%	210,985 $6.9 Million
Q2 2025 Jul 22, 2025	SELL	$27.51 - $31.94 $489,650 - $568,500	-17,799 Reduced 8.22%	198,789 $6.35 Million
Q1 2025 May 12, 2025	SELL	$27.58 - $29.96 $216,254 - $234,916	-7,841 Reduced 3.49%	216,588 $6.31 Million
Q4 2024 Feb 14, 2025	SELL	$27.59 - $29.25 $242,819 - $257,429	-8,801 Reduced 3.77%	224,429 $6.21 Million

Q3 2024 Nov 12, 2024	BUY	$27.47 - $29.55 $29,255 - $31,470	1,065 Added 0.46%	233,230 $6.86 Million
Q2 2024 Aug 14, 2024	SELL	$27.14 - $28.98 $546,273 - $583,309	-20,128 Reduced 7.98%	232,165 $6.53 Million
Q1 2024 Apr 16, 2024	SELL	$26.49 - $28.24 $45,562 - $48,572	-1,720 Reduced 0.68%	252,293 $7.12 Million
Q4 2023 Feb 07, 2024	SELL	$24.82 - $27.18 $22,660 - $24,815	-913 Reduced 0.36%	254,013 $6.89 Million
Q3 2023 Nov 03, 2023	BUY	$25.36 - $26.65 $2.08 Million - $2.18 Million	81,925 Added 47.36%	254,926 $6.49 Million
Q1 2023 Apr 24, 2023	BUY	$23.9 - $25.38 $90,413 - $96,012	3,783 Added 2.24%	173,001 $4.39 Million
Q4 2022 Jan 30, 2023	BUY	$21.23 - $24.3 $982,057 - $1.12 Million	46,258 Added 37.62%	169,218 $4.03 Million
Q3 2022 Oct 27, 2022	BUY	$21.17 - $23.77 $2.6 Million - $2.92 Million	122,960 New	122,960 $2.62 Million

Others Institutions Holding IJUL

# of Institutions

115

Shares Held

6.32M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
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Berger Financial Group, Inc Innovator Etfs Tr Transaction History