Latest Institutional Transactions on Innovator Etfs Tr S&P Invt Gra (EPRF)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr S&P Invt Gra (EPRF) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
170+ 1.21% |
$2.89K - $3.02K
|
14.2K
$255K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.55K+ 3.65% |
$43.4K - $45.3K
|
72.4K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 23.68% |
$283K - $295K
|
86.9K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.14K+ 510.99% |
$104K - $109K
|
7.34K
$132K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 61.18% |
$527K - $551K
|
19.7K
$354K
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.08% |
$84.9 - $88.7
|
6.59K
$118K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.7K+ 10.75% |
$963K - $1.01M
|
584K
$10.5M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38KNew |
$646K - $674K
|
38K
$683K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61- 0.1% |
$1.04K - $1.08K
|
62.7K
$1.13M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-588- 2.48% |
$9.99K - $10.4K
|
23.2K
$416K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.94K+ 3.38% |
$33K - $34.4K
|
59.3K
$1.07M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 1.14% |
$4.59K - $4.79K
|
23.3K
$420K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.17% |
$357 - $373
|
12.3K
$222K
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$317K - $331K
|
18.7K
$336K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61.1K- 62.99% |
$1.04M - $1.08M
|
35.9K
$646K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32- 0.12% |
$544 - $568
|
26.9K
$483K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 1.03% |
$5.2K - $5.43K
|
30.1K
$540K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
708+ 5.67% |
$12K - $12.6K
|
13.2K
$237K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.23K- 4.93% |
$20.8K - $21.7K
|
23.6K
$425K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
708+ 5.67% |
$12K - $12.6K
|
13.2K
$237K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 26.39% |
$2.34K - $2.45K
|
661
$11.9K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.4K - $3.55K
|
200
$3.6K
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.27K+ 8.18% |
$38.6K - $40.3K
|
30.1K
$541K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.06K- 7.66% |
$18K - $18.8K
|
12.7K
$229K
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
198+ 1.55% |
$3.36K - $3.51K
|
13K
$233K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 4.28% |
$67.5K - $70.4K
|
96.8K
$1.74M
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11KNew |
$195K - $208K
|
11K
$198K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$217K - $231K
|
12.3K
$221K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
900+ 1.7% |
$15.9K - $17K
|
53.8K
$967K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$21.7K - $24K
|
1.2K
$21.6K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.08K- 22.72% |
$73.8K - $81.5K
|
13.9K
$249K
|
|
Q3 2024 | |||||||
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-250- 6.31% |
$4.6K - $4.98K
|
3.71K
$66.7K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$1.84K - $1.99K
|
100
$1.8K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 9.09% |
$18.4 - $19.9
|
12
$216
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
572+ 57200.0% |
$10.5K - $11.4K
|
573
$10.3K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29+ 0.27% |
$534 - $578
|
10.9K
$197K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.2K- 16.6% |
$187K - $203K
|
51.2K
$920K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125- 0.7% |
$2.3K - $2.49K
|
17.7K
$319K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-135- 73.77% |
$2.49K - $2.69K
|
48
$863
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$306K - $323K
|
16.7K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
822New |
$15K - $15.9K
|
822
$14.8K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
304New |
$5.56K - $5.87K
|
304
$5.47K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60K+ 465.59% |
$1.12M - $1.18M
|
72.9K
$1.31M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 2.5% |
$24K - $25.3K
|
52.9K
$951K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.7KNew |
$226K - $260K
|
13.7K
$246K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-8.34K- 4.59% |
$138K - $158K
|
173K
$3.11M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29KNew |
$21.3K - $24.5K
|
1.29K
$23.2K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.09K- 67.09% |
$117K - $134K
|
3.48K
$62.5K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 60.0% |
$4.95K - $5.69K
|
200
$3.6K
|