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Innovator MSCI EAFE Power Buffer ETF - July (IJUL) Institutional Ownership

$27.65 -0.07 (-0.25%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Innovator MSCI EAFE Power Buffer ETF - July (NYSEARCA:IJUL)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$23.80M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$65.63M
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IJUL Institutional Buying and Selling by Quarter

Innovator MSCI EAFE Power Buffer ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC69,291$2.04M0.0%+170.4%1.264%
11/15/2024 SageView Advisory Group LLC40,975$1.21M0.1%+70.6%0.748%
11/15/2024 HighTower Advisors LLC271,048$7.95M0.0%-1.6%4.946%
11/14/2024 Tradition Wealth Management LLC11,394$335K0.0%-20.7%0.208%
11/14/2024 First Commonwealth Financial Corp PA8,505$250K0.1%+7.5%0.155%
11/13/2024 WorthPointe LLC46,752$1.38M0.6%-2.1%0.853%
11/12/2024 Kingsview Wealth Management LLC10,144$298K0.0%+5.9%0.185%
11/12/2024 M Holdings Securities Inc.20,663$608K0.2%N/A0.377%
11/6/2024 Spectrum Investment Advisors Inc.7,765$228K0.2%-43.8%0.142%
11/5/2024 Harbour Investments Inc.6,957$205K0.0%+22.2%0.127%
11/1/2024 Corrado Advisors LLC120,406$3.54M2.2%-3.1%2.197%
10/31/2024 Global Strategic Investment Solutions LLC174,066$5.12M0.6%-3.1%3.176%
10/28/2024 Summit Wealth Partners LLC12,599$370K0.1%+42.3%0.230%
10/25/2024 Strategic Blueprint LLC48,325$1.42M0.1%-1.4%0.882%
10/24/2024 Wealth Enhancement Advisory Services LLC34,515$1.02M0.0%+26.0%0.630%
10/23/2024 Global Trust Asset Management LLC3,700$109K0.0%-35.1%0.068%
10/22/2024 DHJJ Financial Advisors Ltd.18,582$546K0.2%+20.9%0.339%
10/22/2024 ODonnell Financial Services LLC21,351$628K0.3%-8.5%0.390%
10/18/2024Stratos Wealth Advisors LLC77,052$2.27M0.1%-5.1%1.406%
10/17/2024BCS Wealth Management27,588$811K0.3%+6.2%0.503%
10/8/2024 CWM LLC4,967$146K0.0%+25.3%0.091%
10/7/2024 Cypress Financial Planning LLC15,197$447K0.2%+103.4%0.277%
9/11/2024 Summit Wealth Partners LLC8,853$249K0.1%+10.9%0.162%
8/22/2024 Cetera Investment Advisers62,164$1.75M0.0%-2.5%1.134%
8/20/2024 HFG Wealth Management LLC113,115$3.18M2.0%-67.7%2.064%
8/16/2024 Long Island Wealth Management Inc.30,805$866K0.6%-19.7%0.562%
8/12/2024 Blair William & Co. IL204,884$5.76M0.0%-2.8%3.739%
8/8/2024 WPWealth LLP11,254$316K0.1%N/A0.205%
8/8/2024 Wealthgarden F.S. LLC8,664$244K0.3%N/A0.158%
7/31/2024 Spectrum Investment Advisors Inc.13,825$389K0.3%-93.6%0.252%
7/31/2024Commonwealth Equity Services LLC179,285$5.04M0.0%-2.6%3.272%
7/18/2024 Gradient Investments LLC9,063$255K0.0%-94.8%0.165%
7/18/2024 Miracle Mile Advisors LLC12,018$338K0.0%-61.8%0.219%
7/18/2024 Triad Wealth Partners LLC4,659$131K0.1%N/A0.085%
7/17/2024 Cypress Financial Planning LLC7,471$210K0.1%N/A0.136%
7/12/2024 DHJJ Financial Advisors Ltd.15,368$432K0.2%-6.1%0.280%
7/11/2024 U.S. Capital Wealth Advisors LLC8,888$250K0.0%-22.9%0.162%
7/11/2024 Global Trust Asset Management LLC5,700$160K0.1%+14.0%0.104%
7/10/2024 Lantz Financial LLC267,818$7.53M2.3%-1.4%4.887%
6/28/2024 HFG Wealth Management LLC349,681$9.87M5.8%+14.1%6.381%
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5/24/2024 Cetera Investment Advisers63,763$1.80M0.0%+562.9%1.164%
5/10/2024 Alera Investment Advisors LLC19,165$541K0.1%-8.1%0.350%
5/9/2024 Corrado Advisors LLC121,322$3.42M2.3%-3.2%2.214%
5/9/2024 Blair William & Co. IL210,709$5.94M0.0%-4.9%3.845%
5/9/2024 SageView Advisory Group LLC24,012$746K0.0%-69.0%0.438%
5/8/2024 Avantax Advisory Services Inc.28,385$801K0.0%-1.6%0.518%
5/7/2024 Spectrum Investment Advisors Inc.216,465$6.11M4.5%+1.3%3.950%
5/2/2024 Lincoln National Corp90,560$2.56M0.0%-63.7%1.653%
5/1/2024 Janney Montgomery Scott LLC24,358$687K0.0%-8.2%0.444%
4/29/2024Commonwealth Equity Services LLC184,134$5.19M0.0%-2.2%3.360%
4/29/2024 Castle Wealth Management LLC20,440$577K0.3%-25.9%0.373%
4/23/2024 Nations Financial Group Inc. IA ADV15,425$435K0.0%-21.9%0.281%
4/23/2024 Gradient Investments LLC173,346$4.89M0.1%-78.6%3.163%
4/23/2024 Strategic Blueprint LLC49,363$1.39M0.1%-1.3%0.901%
4/23/2024Raymond James Financial Services Advisors Inc.45,474$1.28M0.0%+11.9%0.830%
4/19/2024 FORVIS Wealth Advisors LLC98,085$2.77M0.1%-11.0%1.407%
4/18/2024 Miracle Mile Advisors LLC31,476$888K0.0%-1.3%0.452%
4/15/2024 Brookstone Capital Management7,679$217K0.0%-43.0%0.110%
4/15/2024 Sunbelt Securities Inc.3,141$89K0.0%-17.8%0.045%
4/10/2024BCS Wealth Management26,182$739K0.2%-2.4%0.376%
4/10/2024 Lantz Financial LLC271,715$7.67M2.5%-1.0%3.898%
2/23/2024 Chicago Partners Investment Group LLC8,671$233K0.0%N/A0.124%
2/16/2024 Secured Retirement Advisors LLC14,483$393K0.4%N/A0.208%
2/16/2024 PCA Investment Advisory Services Inc.8,470$230K0.2%+5.3%0.122%
2/12/2024 Tradition Wealth Management LLC15,493$420K0.0%-8.5%0.222%
2/8/2024 Kingsview Wealth Management LLC7,853$213K0.0%N/A0.113%
2/8/2024 Janney Montgomery Scott LLC26,524$719K0.0%+18.0%0.381%
2/7/2024 Avantax Advisory Services Inc.28,860$783K0.0%-52.0%0.414%
2/7/2024 Spectrum Investment Advisors Inc.213,715$5.80M4.6%N/A3.066%
2/7/2024 Berger Financial Group Inc254,013$6.89M0.7%-0.4%3.644%
2/7/2024 Principal Securities Inc.2,850$77K0.0%N/A0.041%
2/7/2024 Arlington Capital Management Inc.7,894$214K0.2%N/A0.113%
2/6/2024 Lincoln National Corp249,590$6.77M0.1%+9.4%3.581%
2/6/2024 Ifrah Financial Services Inc.25,628$695K0.2%-6.6%0.368%
2/6/2024 U.S. Capital Wealth Advisors LLC15,565$422K0.0%-11.4%0.223%
2/1/2024 Corrado Advisors LLC125,371$3.40M2.8%-3.2%1.799%
1/31/2024 Castle Wealth Management LLC27,589$748K0.4%+98.7%0.396%
1/30/2024 Private Client Services LLC45,967$1.25M1.0%N/A0.659%
1/26/2024 Cerity Partners LLC26,832$728K0.0%-26.9%0.385%
1/25/2024RFG Advisory LLC72,362$1.96M0.1%-1.5%1.038%
1/25/2024 Strategic Blueprint LLC50,030$1.36M0.1%-4.1%0.718%
1/24/2024Stratos Wealth Advisors LLC41,889$1.14M0.1%N/A0.601%
1/24/2024 Allworth Financial LP289,089$7.84M0.1%-1.3%4.148%
1/23/2024 Beacon Financial Advisory LLC81,702$2.22M1.1%-8.1%1.172%
1/22/2024 Miracle Mile Advisors LLC31,879$865K0.0%-15.5%0.457%
1/19/2024 AdvisorNet Financial Inc1,556$42K0.0%-46.3%0.022%
1/18/2024 Gradient Investments LLC809,790$21.96M0.5%+39.2%11.618%
1/16/2024Raymond James Financial Services Advisors Inc.40,621$1.10M0.0%-3.3%0.583%
1/16/2024Raymond James & Associates21,646$587K0.0%+6.3%0.311%
1/12/2024 Global Strategic Investment Solutions LLC181,364$4.92M0.6%-78.6%2.602%
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This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

1/12/2024 Lantz Financial LLC274,562$7.45M2.7%-0.3%3.939%
1/11/2024 Brookstone Capital Management13,461$365K0.0%-49.6%0.193%
1/11/2024 FORVIS Wealth Advisors LLC110,163$2.99M0.1%-9.0%1.581%
1/11/2024BCS Wealth Management26,828$728K0.3%+16.6%0.385%
1/8/2024 Gill Capital Partners LLC10,735$291K0.1%-7.6%0.154%
12/6/2023 Fragasso Group Inc.8,067$205K0.0%-29.2%0.116%
11/13/2023 Personal CFO Solutions LLC12,932$329K0.1%N/A0.186%
11/13/2023 Kestra Advisory Services LLC13,596$346K0.0%+67.9%0.195%
11/9/2023 Blair William & Co. IL226,856$5.78M0.0%+101.3%3.255%
11/8/2023 HighTower Advisors LLC303,081$7.71M0.0%+160.2%4.348%
(Data available from 1/1/2016 forward)

IJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJUL shares?

During the previous two years, 86 institutional investors and hedge funds held shares of Innovator MSCI EAFE Power Buffer ETF - July. The most heavily invested institutionals were HighTower Advisors LLC ($7.95M), Allworth Financial LP ($7.84M), Lantz Financial LLC ($7.53M), Berger Financial Group Inc ($6.89M), Blair William & Co. IL ($5.76M), Global Strategic Investment Solutions LLC ($5.12M), and Commonwealth Equity Services LLC ($5.04M).Learn more on IJUL's institutional investors.

Which institutional investors have been buying Innovator MSCI EAFE Power Buffer ETF - July stock?

Of the 79 institutional investors that purchased Innovator MSCI EAFE Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($809.79K), Global Strategic Investment Solutions LLC ($617.92K), Allworth Financial LP ($293.00K), HighTower Advisors LLC ($233.23K), Lincoln National Corp ($230.73K), Spectrum Investment Advisors Inc. ($216.47K), and Blair William & Co. IL ($203.34K).

How much institutional buying is happening at Innovator MSCI EAFE Power Buffer ETF - July?

Institutional investors have bought a total of 4,220,987 shares in the last 24 months. This purchase volume represents approximately $108.73M in transactions.

Which Innovator MSCI EAFE Power Buffer ETF - July major shareholders have been selling company stock?

Of the 49 institutional investors that sold Innovator MSCI EAFE Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($1.30M), Gradient Investments LLC ($1.02M), Global Strategic Investment Solutions LLC ($672.58K), HighTower Advisors LLC ($505.89K), HFG Wealth Management LLC ($236.57K), Commonwealth Equity Services LLC ($225.29K), and Spectrum Investment Advisors Inc. ($208.70K).

How much institutional selling is happening at Innovator MSCI EAFE Power Buffer ETF - July?

Institutional investors have sold a total of 4,845,856 shares in the last 24 months. This volume of shares sold represents approximately $128.39M in transactions.



This page (NYSEARCA:IJUL) was last updated on 12/22/2024 by MarketBeat.com Staff
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