Latest Institutional Transactions on Innovator Etfs Tr (IJUL)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (IJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.09K+ 1.02% |
$57.4K - $61.8K
|
207K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07K+ 0.46% |
$29.3K - $31.5K
|
233K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.7KNew |
$568K - $611K
|
20.7K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
155+ 0.5% |
$4.26K - $4.58K
|
31K
$883K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-948- 3.75% |
$26K - $28K
|
24.3K
$693K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-858- 42.94% |
$23.6K - $25.4K
|
1.14K
$32.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$191K - $205K
|
6.94K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.47KNew |
$178K - $191K
|
6.47K
$185K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-6.06K- 43.83% |
$166K - $179K
|
7.77K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 90.11% |
$1.32M - $1.42M
|
102K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 22.22% |
$34.7K - $37.4K
|
6.96K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 145.1% |
$48.8K - $52.5K
|
3K
$85.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 13.57% |
$72.7K - $78.2K
|
22.2K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
12.9KNew |
$353K - $380K
|
12.9K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 35.09% |
$54.9K - $59.1K
|
3.7K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.12K+ 25.98% |
$196K - $210K
|
34.5K
$985K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.5% |
$54.5K - $58.6K
|
21.4K
$609K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.71% |
$34.3K - $36.9K
|
47.3K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.27KNew |
$200K - $215K
|
7.27K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 141.39% |
$60.4K - $65K
|
3.76K
$107K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
310New |
$8.52K - $9.16K
|
310
$8.84K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-120- 3.82% |
$3.26K - $3.48K
|
3.02K
$86.2K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.86K- 53.61% |
$240K - $257K
|
7.67K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1+ 0.01% |
$27.1 - $29
|
9.29K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09KNew |
$29.6K - $31.6K
|
1.09K
$31.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
887New |
$24.1K - $25.7K
|
887
$25.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
77New |
$2.09K - $2.23K
|
77
$2.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33K+ 2622.83% |
$90.4K - $96.5K
|
3.46K
$98.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 8.16% |
$40K - $42.7K
|
16.6K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.75K- 24.49% |
$156K - $167K
|
17.7K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.26K- 43.1% |
$224K - $239K
|
10.9K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-942- 11.12% |
$25.6K - $27.3K
|
7.53K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-351- 4.43% |
$9.53K - $10.2K
|
7.57K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.3KNew |
$305K - $326K
|
11.3K
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$136 - $145
|
15.4K
$440K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-164K- 94.77% |
$4.46M - $4.76M
|
9.06K
$259K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 456.25% |
$321K - $342K
|
14.8K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8K+ 33.93% |
$212K - $226K
|
31.6K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.31K- 4.15% |
$61.3K - $65.3K
|
53.4K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
149KNew |
$3.95M - $4.21M
|
149K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$388K - $413K
|
14.6K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 6.52% |
$15.9K - $16.9K
|
9.8K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120New |
$3.18K - $3.39K
|
120
$3.42K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-159K- 63.72% |
$4.21M - $4.49M
|
90.6K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.15K- 25.91% |
$189K - $202K
|
20.4K
$583K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.78K- 42.95% |
$153K - $163K
|
7.68K
$219K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5KNew |
$359K - $394K
|
14.5K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$422 - $462
|
17
$485
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388New |
$9.63K - $10.5K
|
388
$11.1K
|
|