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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300+ 42.86% |
$8.27K - $8.99K
|
1K
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.3K+ 230.48% |
$616K - $669K
|
32K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 1.1% |
$4.69K - $5.09K
|
15.3K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07KNew |
$57K - $62K
|
2.07K
$68.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7K+ 38528.57% |
$74.4K - $80.8K
|
2.7K
$89K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.99KNew |
$193K - $209K
|
6.99K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-14- 7.82% |
$386 - $419
|
165
$5.43K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-575- 1.49% |
$15.9K - $17.2K
|
38K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.18K- 16.77% |
$60K - $65.2K
|
10.8K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$36.6K - $39.8K
|
1.33K
$43.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.84K- 12.3% |
$50.7K - $55.1K
|
13.1K
$432K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-76.2K- 88.58% |
$2.1M - $2.28M
|
9.82K
$323K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.4KNew |
$315K - $334K
|
11.4K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$484K - $513K
|
17.5K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.47KNew |
$40.7K - $43.1K
|
1.47K
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.09K- 4.64% |
$29.9K - $31.7K
|
22.3K
$734K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.1KNew |
$30.2K - $32K
|
1.1K
$36K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 16.78% |
$41.1K - $43.6K
|
7.4K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-896- 10.69% |
$24.7K - $26.2K
|
7.48K
$246K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.6KNew |
$455K - $489K
|
16.6K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.08KNew |
$84.6K - $91K
|
3.08K
$101K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-6.06K- 43.83% |
$166K - $179K
|
7.77K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 145.1% |
$48.8K - $52.5K
|
3K
$98.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 35.09% |
$54.9K - $59.1K
|
3.7K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.5% |
$54.5K - $58.6K
|
21.4K
$703K
|
|
|
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
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
310New |
$8.52K - $9.16K
|
310
$10.2K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09KNew |
$29.6K - $31.6K
|
1.09K
$35.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
77New |
$2.09K - $2.23K
|
77
$2.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 8.16% |
$40K - $42.7K
|
16.6K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.26K- 43.1% |
$224K - $239K
|
10.9K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-942- 11.12% |
$25.6K - $27.3K
|
7.53K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-351- 4.43% |
$9.53K - $10.2K
|
7.57K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.3KNew |
$305K - $326K
|
11.3K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-164K- 94.77% |
$4.46M - $4.76M
|
9.06K
$298K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
149KNew |
$3.95M - $4.21M
|
149K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.31K- 4.15% |
$61.3K - $65.3K
|
53.4K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$388K - $413K
|
14.6K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 6.52% |
$15.9K - $16.9K
|
9.8K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-159K- 63.72% |
$4.21M - $4.49M
|
90.6K
$2.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.15K- 25.91% |
$189K - $202K
|
20.4K
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.78K- 42.95% |
$153K - $163K
|
7.68K
$253K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5KNew |
$359K - $394K
|
14.5K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$422 - $462
|
17
$560
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388New |
$9.63K - $10.5K
|
388
$12.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.51KNew |
$186K - $204K
|
7.51K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 1.51% |
$27.6K - $30.2K
|
72.4K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 6.32% |
$31.9K - $35K
|
21.6K
$713K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 14.93% |
$2.54K - $2.67K
|
770
$25.3K
|
|